+7,552.9%
PAYS price history and return analytics
+229.8%
+7,323.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -3.6% |
| 7D | -3.3% | -1.1% | -2.2% | -2.0% |
| 30D | +1.6% | -1.0% | +2.6% | +2.8% |
| 3M | +94.5% | +3.2% | +91.3% | +86.2% |
| 6M | +258.4% | +12.5% | +245.9% | +206.0% |
| YTD | +152.6% | +14.1% | +138.6% | +111.7% |
| 1Y | +144.5% | +18.9% | +125.6% | +95.1% |
| 3Y | +519.5% | +74.1% | +445.4% | +217.5% |
| 5Y | +291.9% | +66.9% | +225.0% | +116.1% |
| All | +7,552.9% | +229.8% | +7,323.2% | +3,454.2% |
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