+156.7%
PAYS vs VOO
+20.9%
+135.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +4.1% |
| 7D | +4.3% | +0.1% | +4.2% | +4.2% |
| 30D | +40.3% | +0.1% | +40.2% | +40.1% |
| 3M | +93.0% | +2.0% | +91.0% | +89.9% |
| 6M | +253.9% | +13.0% | +240.9% | +208.5% |
| YTD | +161.2% | +13.6% | +147.6% | +126.3% |
| 1Y | +156.7% | +20.1% | +136.6% | +96.8% |
| All | +156.7% | +20.9% | +135.8% | +96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling