+1,088.3%
VST vs PAYX
+177.2%
+911.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | +19.2% | -3.6% | +22.8% | +20.4% |
| 30D | -17.2% | +9.5% | -26.7% | -20.4% |
| 3M | -8.1% | -3.3% | -4.8% | -8.3% |
| 6M | -8.1% | +27.1% | -35.2% | -18.6% |
| YTD | -16.3% | +7.3% | -23.5% | -21.1% |
| 1Y | -24.1% | +8.3% | -32.4% | -29.1% |
| 3Y | +300.2% | +11.6% | +288.6% | +256.7% |
| 5Y | +645.9% | +8.5% | +637.4% | +563.7% |
| 10Y | +1,152.2% | +177.8% | +974.4% | +695.5% |
| All | +1,088.3% | +177.2% | +911.2% | +643.7% |
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