-11.2%
PAYX vs VG
-39.3%
+28.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.7% |
| 7D | -4.2% | +1.7% | -5.9% | -4.3% |
| 30D | +2.9% | +16.0% | -13.1% | +2.2% |
| 3M | +23.6% | +9.7% | +13.9% | +22.7% |
| 6M | +30.0% | +29.6% | +0.5% | +27.8% |
| YTD | +12.2% | +112.0% | -99.8% | +8.2% |
| 1Y | -7.5% | +12.8% | -20.3% | -9.1% |
| All | -11.2% | -39.3% | +28.2% | -15.5% |
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