+924.9%
VLO vs PAYX
+167.8%
+757.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.0% |
| 7D | +5.3% | -4.9% | +10.2% | +8.1% |
| 30D | +18.2% | -3.8% | +22.0% | +20.4% |
| 3M | +53.3% | +17.9% | +35.5% | +38.0% |
| 6M | +70.4% | +26.1% | +44.4% | +46.6% |
| YTD | +143.4% | +6.7% | +136.6% | +129.3% |
| 1Y | +153.0% | -10.7% | +163.7% | +164.3% |
| 3Y | +195.0% | +7.0% | +188.0% | +166.7% |
| 5Y | +618.8% | +22.6% | +596.2% | +465.0% |
| All | +924.9% | +167.8% | +757.1% | +398.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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