+192.7%
VLO vs PAYC
-22.2%
+214.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.4% | +8.7% | +3.8% |
| 7D | +5.8% | -7.9% | +13.7% | +6.6% |
| 30D | +28.3% | +2.1% | +26.2% | +27.9% |
| 3M | +48.7% | +61.8% | -13.0% | +40.3% |
| 6M | +71.9% | +59.9% | +12.0% | +62.0% |
| YTD | +138.7% | +38.5% | +100.2% | +128.3% |
| 1Y | +148.5% | -1.4% | +149.8% | +147.5% |
| 3Y | +192.7% | -21.0% | +213.7% | +184.4% |
| All | +192.7% | -22.2% | +214.9% | +184.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling