+183.8%
VXUS vs CPAY
+1,286.5%
-1,102.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | +1.0% | +2.1% | -1.1% | +0.4% |
| 30D | +2.2% | +5.5% | -3.3% | +0.5% |
| 3M | +3.0% | +16.6% | -13.6% | -2.1% |
| 6M | +10.7% | +26.7% | -16.0% | +2.0% |
| YTD | +17.8% | +38.4% | -20.5% | +4.8% |
| 1Y | +27.6% | +30.1% | -2.6% | +15.1% |
| 3Y | +73.3% | +52.6% | +20.7% | +44.5% |
| 5Y | +54.3% | +59.0% | -4.6% | +24.2% |
| 10Y | +149.8% | +148.4% | +1.4% | +65.8% |
| All | +183.8% | +1,286.5% | -1,102.7% | -5.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling