+448.1%
PAYS vs VT
+53.4%
+394.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.2% |
| 7D | +5.5% | -2.3% | +7.8% | +9.2% |
| 30D | -1.7% | -5.0% | +3.2% | +6.0% |
| 3M | +18.5% | -4.9% | +23.3% | +27.5% |
| 6M | +125.0% | -1.5% | +126.5% | +127.5% |
| YTD | +185.2% | +8.5% | +176.8% | +146.9% |
| 1Y | +187.5% | +11.4% | +176.1% | +138.6% |
| 3Y | +638.2% | +70.1% | +568.1% | +225.2% |
| All | +448.1% | +53.4% | +394.7% | +199.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling