+23.6%
PAYX vs VO
+42.1%
-18.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.2% | -0.1% |
| 7D | -4.9% | -1.5% | -3.3% | -3.7% |
| 30D | -3.8% | -3.0% | -0.8% | -1.4% |
| 3M | +17.9% | +2.8% | +15.0% | +15.1% |
| 6M | +26.1% | +10.9% | +15.1% | +15.2% |
| YTD | +6.7% | +12.5% | -5.7% | -3.7% |
| 1Y | -10.7% | +12.0% | -22.7% | -19.3% |
| 3Y | +7.0% | +56.3% | -49.3% | -28.1% |
| All | +23.6% | +42.1% | -18.6% | -10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling