+4,039.1%
PAYS vs VOO
+309.6%
+3,729.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | -35.2% | +2.6% | -37.8% | -37.4% |
| 30D | -37.2% | -2.0% | -35.2% | -36.0% |
| 3M | -26.9% | -2.8% | -24.1% | -24.8% |
| 6M | +63.3% | +2.2% | +61.1% | +58.2% |
| YTD | +84.9% | +11.5% | +73.3% | +61.5% |
| 1Y | +74.0% | +13.5% | +60.5% | +49.0% |
| 3Y | +293.4% | +78.1% | +215.3% | +105.4% |
| 5Y | +315.7% | +73.1% | +242.6% | +127.3% |
| All | +4,039.1% | +309.6% | +3,729.5% | +2,630.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling