-51.7%
PAYC vs VIG
+63.0%
-114.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +0.3% |
| 7D | -5.5% | -1.1% | -4.4% | -4.0% |
| 30D | +3.8% | -2.7% | +6.5% | +8.1% |
| 3M | +65.8% | +2.5% | +63.3% | +60.0% |
| 6M | +68.7% | +9.2% | +59.5% | +47.1% |
| YTD | +38.3% | +9.8% | +28.5% | +19.2% |
| 1Y | -2.4% | +12.4% | -14.8% | -19.0% |
| 3Y | -21.5% | +55.9% | -77.4% | -62.2% |
| All | -51.7% | +63.0% | -114.7% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling