+1,565.7%
PAYC vs VO
+260.6%
+1,305.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +3.8% |
| 7D | -0.5% | +2.9% | -3.4% | -4.6% |
| 30D | +5.2% | +1.0% | +4.2% | +3.6% |
| 3M | +18.0% | -1.7% | +19.7% | +20.6% |
| 6M | +81.6% | +6.7% | +74.9% | +64.4% |
| YTD | +57.3% | +14.0% | +43.3% | +28.0% |
| 1Y | +49.8% | +13.7% | +36.1% | +22.3% |
| 3Y | +49.0% | +65.8% | -16.8% | -29.8% |
| 5Y | -47.8% | +36.6% | -84.5% | -65.9% |
| 10Y | +515.8% | +198.9% | +316.9% | +44.3% |
| All | +1,565.7% | +260.6% | +1,305.1% | +253.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling