+512.1%
PAYC vs VT
+222.7%
+289.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.2% | +3.4% |
| 7D | -0.5% | +2.9% | -3.4% | -4.5% |
| 30D | +5.2% | -2.5% | +7.7% | +8.6% |
| 3M | +18.0% | -3.3% | +21.3% | +23.1% |
| 6M | +81.6% | +1.5% | +80.1% | +74.0% |
| YTD | +57.3% | +11.4% | +45.9% | +29.0% |
| 1Y | +49.8% | +11.9% | +37.9% | +21.7% |
| 3Y | +49.0% | +73.9% | -24.9% | -39.4% |
| 5Y | -47.8% | +57.9% | -105.7% | -74.3% |
| All | +512.1% | +222.7% | +289.4% | +8.2% |
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