-21.0%
PAYC vs VO
+57.7%
-78.8%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -4.8% |
| 7D | -7.9% | +0.6% | -8.5% | -8.4% |
| 30D | +2.1% | -1.1% | +3.2% | +3.2% |
| 3M | +61.8% | +4.5% | +57.2% | +54.1% |
| 6M | +59.9% | +11.1% | +48.9% | +41.8% |
| YTD | +38.5% | +13.5% | +25.0% | +19.1% |
| 1Y | -1.4% | +14.5% | -15.9% | -16.1% |
| 3Y | -21.0% | +58.1% | -79.1% | -54.6% |
| All | -21.0% | +57.7% | -78.8% | -54.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling