+27.2%
PAY price history and return analytics
+73.8%
-46.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -1.1% |
| 7D | +0.5% | -1.1% | +1.6% | +2.2% |
| 30D | -9.9% | -1.0% | -8.9% | -8.4% |
| 3M | +75.8% | +3.2% | +72.7% | +67.1% |
| 6M | +42.6% | +12.5% | +30.1% | +16.6% |
| YTD | +15.2% | +14.1% | +1.1% | -8.3% |
| 1Y | +10.6% | +18.9% | -8.3% | -18.5% |
| 3Y | +130.0% | +74.1% | +55.9% | -14.6% |
| 5Y | +41.3% | +66.9% | -25.6% | -38.9% |
| All | +27.2% | +73.8% | -46.7% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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