+19.6%
PAY vs VT
+69.6%
-50.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | -1.7% |
| 7D | -2.4% | +0.4% | -2.8% | -3.2% |
| 30D | +7.3% | -2.6% | +9.9% | +11.3% |
| 3M | -11.3% | -3.2% | -8.1% | -7.1% |
| 6M | +28.4% | +0.9% | +27.5% | +24.9% |
| YTD | +8.3% | +11.3% | -3.0% | -10.9% |
| 1Y | -8.7% | +14.0% | -22.7% | -27.8% |
| 3Y | +120.6% | +75.8% | +44.7% | -20.9% |
| 5Y | +22.9% | +57.8% | -35.0% | -42.8% |
| All | +19.6% | +69.6% | -50.1% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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