+924.9%
VLO vs PAYC
+358.9%
+566.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.0% |
| 7D | +5.3% | -5.5% | +10.8% | +6.7% |
| 30D | +18.2% | +3.8% | +14.5% | +17.0% |
| 3M | +53.3% | +65.8% | -12.5% | +33.4% |
| 6M | +70.4% | +68.7% | +1.7% | +46.9% |
| YTD | +143.4% | +38.3% | +105.0% | +119.4% |
| 1Y | +153.0% | -2.4% | +155.4% | +148.3% |
| 3Y | +195.0% | -21.5% | +216.5% | +191.1% |
| 5Y | +618.8% | -52.7% | +671.5% | +686.6% |
| All | +924.9% | +358.9% | +566.0% | +569.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 10y: compounded portfolio wealth divided by compounded PAYC 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…
10y analysis · Full analysis span regression · 6 months rolling