+51.2%
PAYC vs VLTO
+69.5%
-18.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.5% | -5.5% | -5.4% |
| 7D | -10.2% | +5.4% | -15.6% | -13.2% |
| 30D | +6.1% | +22.3% | -16.2% | -7.1% |
| 3M | +10.1% | +19.6% | -9.6% | -2.3% |
| 6M | +88.6% | +35.2% | +53.5% | +56.0% |
| YTD | +50.0% | +17.9% | +32.1% | +34.1% |
| 1Y | +46.1% | +19.5% | +26.5% | +29.2% |
| 3Y | +51.2% | +73.9% | -22.8% | +13.9% |
| All | +51.2% | +69.5% | -18.3% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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