+324.3%
PAYX vs VEEV
+590.5%
-266.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | -4.9% | -4.6% | -0.2% | -3.8% |
| 30D | -3.8% | +8.6% | -12.4% | -5.7% |
| 3M | +17.9% | +62.4% | -44.6% | +5.8% |
| 6M | +26.1% | +40.3% | -14.2% | +16.4% |
| YTD | +6.7% | +17.5% | -10.8% | +2.1% |
| 1Y | -10.7% | -6.1% | -4.6% | -10.9% |
| 3Y | +7.0% | +16.7% | -9.7% | +0.1% |
| 5Y | +22.6% | -13.3% | +36.0% | +18.3% |
| 10Y | +166.5% | +550.5% | -384.0% | +84.7% |
| All | +324.3% | +590.5% | -266.2% | +180.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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