-7.5%
PAYX vs VO
+15.8%
-23.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.6% |
| 7D | -4.2% | -0.3% | -3.9% | -4.1% |
| 30D | +2.9% | -0.3% | +3.2% | +3.0% |
| 3M | +23.6% | +2.9% | +20.7% | +22.6% |
| 6M | +30.0% | +9.3% | +20.7% | +26.3% |
| YTD | +12.2% | +14.2% | -2.0% | +6.2% |
| 1Y | -7.5% | +15.3% | -22.7% | -15.0% |
| All | -7.5% | +15.8% | -23.3% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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