+293.4%
PAYS price history and return analytics
+74.0%
+219.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.7% |
| 7D | -35.2% | +2.4% | -37.5% | -37.5% |
| 30D | -37.2% | -1.5% | -35.7% | -36.1% |
| 3M | -26.9% | -4.1% | -22.8% | -23.0% |
| 6M | +63.3% | +0.6% | +62.7% | +60.2% |
| YTD | +84.9% | +11.0% | +73.8% | +54.8% |
| 1Y | +74.0% | +13.3% | +60.7% | +41.0% |
| 3Y | +293.4% | +73.4% | +220.0% | +66.2% |
| All | +293.4% | +74.0% | +219.4% | +66.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling