-10.7%
PAYX vs VLTO
-11.2%
+0.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.1% |
| 7D | -4.9% | -2.3% | -2.6% | -3.6% |
| 30D | -3.8% | -2.7% | -1.1% | -2.3% |
| 3M | +17.9% | +14.0% | +3.8% | +11.1% |
| 6M | +26.1% | +3.3% | +22.8% | +23.8% |
| YTD | +6.7% | -5.4% | +12.2% | +9.5% |
| 1Y | -10.7% | -13.3% | +2.5% | -7.4% |
| All | -10.7% | -11.2% | +0.4% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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