+343.3%
PAYC vs VO
+197.9%
+145.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +1.5% |
| 7D | -10.2% | -2.5% | -7.7% | -6.9% |
| 30D | +2.0% | -3.2% | +5.2% | +6.8% |
| 3M | +58.3% | +3.9% | +54.4% | +49.2% |
| 6M | +64.5% | +9.6% | +54.8% | +42.0% |
| YTD | +36.5% | +11.6% | +24.9% | +14.4% |
| 1Y | -1.3% | +12.6% | -13.9% | -18.5% |
| 3Y | -22.1% | +55.4% | -77.5% | -60.3% |
| 5Y | -53.3% | +41.8% | -95.2% | -71.4% |
| All | +343.3% | +197.9% | +145.4% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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