+1,367.0%
PAYC vs VEU
+147.0%
+1,220.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -4.9% |
| 7D | -7.9% | +1.7% | -9.6% | -9.6% |
| 30D | +2.1% | +1.0% | +1.1% | +1.0% |
| 3M | +61.8% | +5.6% | +56.1% | +49.7% |
| 6M | +59.9% | +13.7% | +46.3% | +32.4% |
| YTD | +38.5% | +17.7% | +20.8% | +8.4% |
| 1Y | -1.4% | +25.8% | -27.1% | -29.2% |
| 3Y | -21.0% | +77.1% | -98.1% | -64.1% |
| 5Y | -52.9% | +57.1% | -110.1% | -74.4% |
| 10Y | +332.8% | +149.8% | +183.0% | +38.2% |
| All | +1,367.0% | +147.0% | +1,220.0% | +361.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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