+1,238.2%
VST vs PAYX
+178.6%
+1,059.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.9% | +5.5% | +3.0% |
| 7D | +9.9% | -6.9% | +16.8% | +12.6% |
| 30D | +7.9% | -2.6% | +10.5% | +8.6% |
| 3M | +3.4% | +19.4% | -16.0% | -4.7% |
| 6M | -4.1% | +18.7% | -22.8% | -12.2% |
| YTD | -5.7% | +7.8% | -13.5% | -10.4% |
| 1Y | -18.9% | -9.9% | -9.0% | -17.0% |
| 3Y | +359.1% | +7.4% | +351.6% | +321.0% |
| 5Y | +766.9% | +21.8% | +745.0% | +635.7% |
| All | +1,238.2% | +178.6% | +1,059.6% | +745.2% |
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