-14.7%
PAYX vs VG
-44.6%
+29.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.5% |
| 7D | -1.2% | +14.0% | -15.1% | -1.6% |
| 30D | +7.8% | -1.0% | +8.8% | +7.7% |
| 3M | -6.8% | -2.7% | -4.1% | -6.9% |
| 6M | +31.3% | +1.5% | +29.8% | +30.4% |
| YTD | +7.7% | +93.7% | -86.0% | +4.1% |
| 1Y | +8.1% | +68.5% | -60.5% | +4.9% |
| All | -14.7% | -44.6% | +29.9% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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