+535.2%
PAYS price history and return analytics
+72.7%
+462.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.9% | +3.2% | +3.5% |
| 7D | +2.9% | -2.0% | +4.9% | +5.7% |
| 30D | +5.6% | -1.4% | +7.0% | +7.7% |
| 3M | +91.9% | +4.7% | +87.2% | +78.4% |
| 6M | +262.5% | +11.4% | +251.1% | +205.6% |
| YTD | +159.0% | +13.1% | +146.0% | +112.5% |
| 1Y | +158.5% | +19.0% | +139.5% | +96.1% |
| All | +535.2% | +72.7% | +462.5% | +171.2% |
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