+10,758.3%
PAYS price history and return analytics
+368.8%
+10,389.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | +4.0% | -0.1% | +4.1% | +4.1% |
| 30D | +4.0% | -0.7% | +4.7% | +4.3% |
| 3M | +89.1% | +4.0% | +85.1% | +85.6% |
| 6M | +254.1% | +12.3% | +241.8% | +236.2% |
| YTD | +153.0% | +14.0% | +139.0% | +138.7% |
| 1Y | +140.4% | +20.3% | +120.1% | +122.1% |
| 3Y | +503.2% | +75.4% | +427.8% | +388.3% |
| 5Y | +343.2% | +66.0% | +277.2% | +266.5% |
| 10Y | +8,043.7% | +228.2% | +7,815.6% | +6,258.3% |
| All | +10,758.3% | +368.8% | +10,389.5% | +8,445.1% |
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