+1,367.0%
PAYC vs VO
+259.2%
+1,107.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -4.6% |
| 7D | -7.9% | +0.6% | -8.5% | -8.6% |
| 30D | +2.1% | -1.1% | +3.2% | +3.7% |
| 3M | +61.8% | +4.5% | +57.2% | +51.4% |
| 6M | +59.9% | +11.1% | +48.9% | +36.0% |
| YTD | +38.5% | +13.5% | +25.0% | +13.6% |
| 1Y | -1.4% | +14.5% | -15.9% | -20.1% |
| 3Y | -21.0% | +58.1% | -79.1% | -60.1% |
| 5Y | -52.9% | +43.3% | -96.2% | -71.2% |
| 10Y | +332.8% | +193.2% | +139.6% | +4.4% |
| All | +1,367.0% | +259.2% | +1,107.9% | +213.3% |
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 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