+1,020.5%
VLO vs PAYC
+1,328.5%
-308.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +9.6% | +4.9% | +4.8% | +8.5% |
| 30D | -17.4% | +4.1% | -21.5% | -18.3% |
| 3M | +10.8% | +11.5% | -0.7% | +7.8% |
| 6M | +56.9% | +85.3% | -28.3% | +34.6% |
| YTD | +136.8% | +57.3% | +79.5% | +109.0% |
| 1Y | +120.7% | +52.6% | +68.1% | +96.0% |
| 3Y | +231.9% | +48.3% | +183.6% | +189.0% |
| 5Y | +479.0% | -47.8% | +526.9% | +510.4% |
| 10Y | +792.2% | +515.9% | +276.3% | +454.7% |
| All | +1,020.5% | +1,328.5% | -308.0% | +559.1% |
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