+37,317.1%
VLO vs PAYX
+35,195.9%
+2,121.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | +4.0% | -7.9% | +11.9% | +6.3% |
| 30D | +19.0% | -5.0% | +24.0% | +20.5% |
| 3M | +50.0% | +15.1% | +34.9% | +43.6% |
| 6M | +79.1% | +23.9% | +55.2% | +67.6% |
| YTD | +140.3% | +6.2% | +134.1% | +134.1% |
| 1Y | +148.3% | -9.6% | +158.0% | +152.4% |
| 3Y | +194.6% | +5.8% | +188.8% | +184.7% |
| 5Y | +609.6% | +22.0% | +587.6% | +554.3% |
| 10Y | +929.5% | +165.1% | +764.4% | +689.1% |
| All | +37,317.1% | +35,195.9% | +2,121.2% | +18,411.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling