+1,216.9%
VST vs PAYC
+381.6%
+835.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.7% | +7.2% | +4.1% |
| 7D | +8.9% | -2.9% | +11.8% | +9.4% |
| 30D | +6.2% | +32.8% | -26.5% | +0.7% |
| 3M | -2.7% | +69.3% | -72.0% | -12.4% |
| 6M | -8.4% | +74.0% | -82.3% | -18.6% |
| YTD | -7.2% | +46.4% | -53.6% | -14.9% |
| 1Y | -20.9% | +4.2% | -25.1% | -22.6% |
| 3Y | +384.0% | -19.7% | +403.7% | +381.4% |
| 5Y | +757.1% | -52.0% | +809.1% | +824.5% |
| All | +1,216.9% | +381.6% | +835.3% | +651.2% |
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 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