+27.2%
PAY vs VOO
+96.5%
-69.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -1.0% |
| 7D | +0.5% | -0.8% | +1.3% | +1.7% |
| 30D | -9.9% | -1.1% | -8.8% | -8.4% |
| 3M | +75.8% | +3.9% | +71.9% | +66.0% |
| 6M | +42.6% | +13.6% | +29.0% | +16.8% |
| YTD | +15.2% | +12.7% | +2.5% | -4.3% |
| 1Y | +10.6% | +17.6% | -7.0% | -14.6% |
| 3Y | +130.0% | +77.3% | +52.6% | -10.5% |
| 5Y | +41.3% | +84.1% | -42.8% | -44.3% |
| All | +27.2% | +96.5% | -69.3% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling