+545.3%
PAYX vs VCIT
+95.6%
+449.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.1% |
| 7D | -3.6% | -1.4% | -2.2% | -3.1% |
| 30D | +9.5% | +0.8% | +8.7% | +9.2% |
| 3M | -3.3% | -1.7% | -1.6% | -2.6% |
| 6M | +27.1% | -2.1% | +29.1% | +28.1% |
| YTD | +7.3% | -2.0% | +9.3% | +8.1% |
| 1Y | +8.3% | -1.5% | +9.8% | +8.9% |
| 3Y | +11.6% | +19.0% | -7.3% | +5.2% |
| 5Y | +8.5% | +3.8% | +4.7% | +3.5% |
| 10Y | +177.8% | +30.6% | +147.2% | +181.6% |
| All | +545.3% | +95.6% | +449.6% | +817.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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