+54.6%
VXUS vs CPAY
+52.3%
+2.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.7% |
| 7D | +0.3% | -2.5% | +2.8% | +0.9% |
| 30D | +0.7% | +1.3% | -0.6% | +0.3% |
| 3M | +4.8% | +13.5% | -8.7% | +1.0% |
| 6M | +11.3% | +24.7% | -13.4% | +4.3% |
| YTD | +16.5% | +34.9% | -18.4% | +5.8% |
| 1Y | +24.3% | +29.7% | -5.4% | +13.8% |
| 3Y | +74.5% | +49.4% | +25.1% | +47.4% |
| All | +54.6% | +52.3% | +2.3% | +21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling