+129.3%
PAY vs VOO
+75.9%
+53.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.6% | +3.7% |
| 7D | -1.3% | -2.0% | +0.6% | +1.1% |
| 30D | -10.7% | -1.7% | -9.0% | -8.8% |
| 3M | +72.8% | +4.7% | +68.0% | +63.7% |
| 6M | +39.4% | +12.6% | +26.9% | +20.6% |
| YTD | +14.8% | +11.8% | +3.1% | +0.4% |
| 1Y | +3.2% | +17.5% | -14.4% | -15.9% |
| All | +129.3% | +75.9% | +53.4% | +5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling