+1,573.6%
PAYC vs VT
+236.4%
+1,337.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -4.1% | -2.7% | -1.2% |
| 7D | -4.1% | -4.2% | +0.1% | +1.7% |
| 30D | +12.4% | -5.8% | +18.2% | +21.8% |
| 3M | +43.3% | -5.2% | +48.5% | +53.7% |
| 6M | +90.7% | +0.1% | +90.6% | +86.0% |
| YTD | +58.0% | +8.2% | +49.8% | +35.7% |
| 1Y | +37.4% | +10.1% | +27.3% | +14.9% |
| 3Y | +61.1% | +69.7% | -8.5% | -30.0% |
| 5Y | -49.1% | +53.4% | -102.4% | -73.2% |
| 10Y | +497.7% | +219.2% | +278.5% | +20.1% |
| All | +1,573.6% | +236.4% | +1,337.2% | +239.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling