+1,164.9%
VST vs PAYX
+178.2%
+986.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.3% |
| 7D | +6.6% | -1.2% | +7.8% | +6.9% |
| 30D | -12.4% | +7.8% | -20.2% | -15.3% |
| 3M | -9.0% | -6.8% | -2.2% | -7.9% |
| 6M | -6.4% | +31.3% | -37.8% | -18.2% |
| YTD | -17.2% | +7.7% | -24.9% | -22.1% |
| 1Y | -22.0% | +8.1% | -30.1% | -27.0% |
| 3Y | +296.7% | +12.2% | +284.5% | +252.9% |
| 5Y | +637.6% | +8.9% | +628.6% | +555.3% |
| All | +1,164.9% | +178.2% | +986.7% | +754.5% |
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