+40.9%
PAY price history and return analytics
+63.7%
-22.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +3.8% | +4.3% |
| 7D | -1.3% | -2.0% | +0.7% | +1.7% |
| 30D | -10.7% | -1.4% | -9.2% | -8.6% |
| 3M | +72.8% | +4.7% | +68.0% | +60.1% |
| 6M | +39.4% | +11.4% | +28.1% | +15.9% |
| YTD | +14.8% | +13.1% | +1.8% | -7.1% |
| 1Y | +3.2% | +19.0% | -15.9% | -24.2% |
| 3Y | +145.1% | +73.9% | +71.2% | -8.9% |
| 5Y | +40.9% | +65.4% | -24.5% | -38.3% |
| All | +40.9% | +63.7% | -22.8% | -38.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling