+32.9%
VSAT vs PAYC
-47.7%
+80.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.5% | -7.7% | -5.7% |
| 7D | +20.0% | -0.5% | +20.4% | +19.9% |
| 30D | +6.5% | +5.2% | +1.3% | +4.8% |
| 3M | -18.3% | +18.0% | -36.3% | -22.3% |
| 6M | +0.4% | +81.6% | -81.3% | -16.9% |
| YTD | +106.7% | +57.3% | +49.5% | +77.0% |
| 1Y | +89.9% | +49.8% | +40.1% | +65.1% |
| 3Y | +276.3% | +49.0% | +227.3% | +217.9% |
| 5Y | +32.9% | -47.8% | +80.8% | +59.2% |
| All | +32.9% | -47.7% | +80.6% | +59.2% |
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