+12,650.0%
PAYS vs VT
+363.9%
+12,286.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.4% |
| 7D | +9.5% | -0.3% | +9.8% | +9.7% |
| 30D | +3.3% | -1.4% | +4.7% | +4.0% |
| 3M | +64.9% | -1.4% | +66.3% | +66.0% |
| 6M | +123.4% | +5.5% | +117.9% | +117.9% |
| YTD | +197.1% | +12.8% | +184.3% | +181.7% |
| 1Y | +200.0% | +15.4% | +184.6% | +181.8% |
| 3Y | +672.7% | +76.9% | +595.9% | +524.3% |
| 5Y | +484.0% | +60.4% | +423.6% | +387.6% |
| 10Y | +8,900.0% | +232.8% | +8,667.2% | +6,972.9% |
| All | +12,650.0% | +363.9% | +12,286.1% | +9,983.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling