+83.7%
PAYS vs VT
+13.3%
+70.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.1% | -7.7% | -7.1% |
| 7D | -38.0% | -0.7% | -37.3% | -37.4% |
| 30D | -37.5% | -1.7% | -35.8% | -36.4% |
| 3M | -24.9% | -2.3% | -22.6% | -23.4% |
| 6M | +41.5% | +1.5% | +40.0% | +41.2% |
| YTD | +84.1% | +12.0% | +72.0% | +65.7% |
| 1Y | +83.7% | +12.9% | +70.9% | +64.0% |
| All | +83.7% | +13.3% | +70.5% | +64.0% |
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