+1,006.1%
VLO vs PAYC
+1,328.4%
-322.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.5% | +0.5% | +2.5% |
| 7D | +6.8% | -0.5% | +7.2% | +6.9% |
| 30D | -17.9% | +5.2% | -23.0% | -18.9% |
| 3M | +13.5% | +18.0% | -4.4% | +9.1% |
| 6M | +53.0% | +81.6% | -28.6% | +31.8% |
| YTD | +133.7% | +57.3% | +76.5% | +106.3% |
| 1Y | +115.7% | +49.8% | +65.8% | +92.4% |
| 3Y | +231.9% | +49.0% | +182.9% | +188.7% |
| 5Y | +471.6% | -47.8% | +519.4% | +502.5% |
| 10Y | +780.7% | +515.8% | +264.9% | +447.6% |
| All | +1,006.1% | +1,328.4% | -322.3% | +550.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling