+362.2%
VST vs PAYX
+5.4%
+356.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | -0.5% |
| 7D | +5.3% | -7.5% | +12.8% | +4.8% |
| 30D | +5.8% | -5.3% | +11.1% | +5.4% |
| 3M | +3.5% | +15.6% | -12.1% | +3.4% |
| 6M | -7.4% | +19.5% | -26.9% | -7.3% |
| YTD | -6.1% | +5.8% | -11.9% | -4.6% |
| 1Y | -21.6% | -10.9% | -10.7% | -17.9% |
| All | +362.2% | +5.4% | +356.8% | +380.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling