-25.9%
PAYO vs VT
+116.7%
-142.6%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.8% | +0.4% | +0.4% | +0.2% |
| 30D | +0.7% | +1.0% | -0.3% | -0.7% |
| 3M | +39.8% | +2.4% | +37.4% | +34.2% |
| 6M | +50.0% | +12.0% | +38.0% | +25.8% |
| YTD | +27.6% | +15.3% | +12.2% | +2.9% |
| 1Y | +7.0% | +22.6% | -15.6% | -21.2% |
| 3Y | +14.4% | +74.7% | -60.3% | -48.5% |
| 5Y | -33.3% | +66.1% | -99.4% | -65.9% |
| All | -25.9% | +116.7% | -142.6% | -67.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling