-26.4%
PAYO price history and return analytics
+112.4%
-138.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +1.3% |
| 7D | -0.8% | -2.0% | +1.2% | +2.0% |
| 30D | +0.4% | -1.4% | +1.8% | +2.4% |
| 3M | +6.7% | +4.7% | +2.0% | -0.7% |
| 6M | +52.5% | +11.4% | +41.1% | +28.8% |
| YTD | +26.7% | +13.1% | +13.6% | +5.1% |
| 1Y | +10.0% | +19.0% | -9.0% | -15.5% |
| 3Y | +14.7% | +73.9% | -59.3% | -48.1% |
| 5Y | -27.3% | +65.4% | -92.7% | -62.4% |
| All | -26.4% | +112.4% | -138.9% | -66.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling