+520.5%
PAYS vs VOO
+77.0%
+443.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.6% | +1.7% |
| 7D | +4.0% | -0.4% | +4.4% | +4.5% |
| 30D | +4.0% | -1.4% | +5.4% | +5.8% |
| 3M | +89.1% | +3.7% | +85.4% | +79.5% |
| 6M | +254.1% | +13.0% | +241.0% | +199.0% |
| YTD | +153.0% | +12.4% | +140.6% | +115.5% |
| 1Y | +140.4% | +18.6% | +121.8% | +90.8% |
| All | +520.5% | +77.0% | +443.5% | +182.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling