+357.8%
PAYC vs VT
+224.5%
+133.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | -2.9% | +0.4% | -3.3% | -3.5% |
| 30D | +32.8% | +1.0% | +31.8% | +30.9% |
| 3M | +69.3% | +2.4% | +66.9% | +61.7% |
| 6M | +74.0% | +12.0% | +62.0% | +43.5% |
| YTD | +46.4% | +15.3% | +31.1% | +14.9% |
| 1Y | +4.2% | +22.6% | -18.4% | -25.7% |
| 3Y | -19.7% | +74.7% | -94.4% | -67.5% |
| 5Y | -52.0% | +66.1% | -118.2% | -78.0% |
| All | +357.8% | +224.5% | +133.3% | -24.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling