-27.8%
PAYO vs VT
+66.2%
-94.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | +0.2% |
| 7D | +0.4% | +1.0% | -0.6% | -1.0% |
| 30D | +0.4% | -0.2% | +0.7% | +0.7% |
| 3M | +38.7% | +4.5% | +34.2% | +29.0% |
| 6M | +51.7% | +14.1% | +37.6% | +23.0% |
| YTD | +26.9% | +14.8% | +12.1% | +2.4% |
| 1Y | +5.5% | +21.2% | -15.7% | -21.8% |
| 3Y | +14.8% | +76.6% | -61.8% | -50.8% |
| 5Y | -27.8% | +66.6% | -94.4% | -61.5% |
| All | -27.8% | +66.2% | -94.0% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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