+48.3%
PAYC vs VCLT
+14.4%
+33.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +4.9% | -2.3% | +7.1% | +6.3% |
| 30D | +4.1% | +0.8% | +3.4% | +3.6% |
| 3M | +11.5% | -2.7% | +14.1% | +13.2% |
| 6M | +85.3% | -4.3% | +89.6% | +89.7% |
| YTD | +57.3% | -4.3% | +61.6% | +60.9% |
| 1Y | +52.6% | -4.4% | +56.9% | +56.1% |
| 3Y | +48.3% | +13.8% | +34.5% | +39.0% |
| All | +48.3% | +14.4% | +33.9% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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