+83.9%
VUG vs CPAY
+49.2%
+34.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.7% |
| 7D | -1.9% | -2.7% | +0.8% | -1.2% |
| 30D | -1.6% | +0.6% | -2.1% | -1.8% |
| 3M | +4.4% | +17.0% | -12.7% | -0.4% |
| 6M | +13.2% | +24.1% | -10.9% | +5.8% |
| YTD | +7.5% | +35.7% | -28.2% | -3.2% |
| 1Y | +12.5% | +34.0% | -21.5% | +1.4% |
| All | +83.9% | +49.2% | +34.7% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded CPAY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling