+141.5%
PAYS vs VT
+13.0%
+128.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.8% | +2.6% | -17.4% | -16.2% |
| 7D | -13.1% | +0.4% | -13.5% | -12.9% |
| 30D | -18.6% | -2.6% | -16.0% | -16.8% |
| 3M | +0.2% | -3.2% | +3.5% | +2.8% |
| 6M | +101.1% | +0.9% | +100.2% | +101.3% |
| YTD | +142.9% | +11.3% | +131.6% | +119.4% |
| All | +141.5% | +13.0% | +128.5% | +115.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling