-53.4%
PAYC vs VO
+41.5%
-94.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -0.5% |
| 7D | -8.7% | -0.6% | -8.2% | -8.0% |
| 30D | +1.2% | -1.9% | +3.1% | +3.8% |
| 3M | +58.6% | +3.3% | +55.4% | +51.2% |
| 6M | +56.6% | +9.7% | +46.9% | +36.0% |
| YTD | +36.2% | +12.6% | +23.6% | +13.4% |
| 1Y | -2.2% | +13.6% | -15.8% | -19.7% |
| 3Y | -22.3% | +56.8% | -79.1% | -61.1% |
| All | -53.4% | +41.5% | -94.9% | -71.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling