+449.8%
VLO vs PAYC
-49.7%
+499.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.0% | +1.7% | +3.5% |
| 7D | -0.4% | -9.5% | +9.1% | +0.8% |
| 30D | -16.6% | +3.3% | -19.8% | -17.0% |
| 3M | +12.3% | +14.5% | -2.2% | +10.2% |
| 6M | +47.8% | +76.0% | -28.2% | +36.4% |
| YTD | +126.7% | +53.4% | +73.4% | +112.2% |
| 1Y | +105.4% | +43.8% | +61.6% | +93.8% |
| 3Y | +222.0% | +45.3% | +176.7% | +201.6% |
| 5Y | +449.8% | -48.9% | +498.8% | +527.5% |
| All | +449.8% | -49.7% | +499.5% | +527.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling