+23.6%
PAYX vs VNQ
+7.0%
+16.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | 0.0% |
| 7D | -4.9% | -1.3% | -3.6% | -4.0% |
| 30D | -3.8% | -2.6% | -1.2% | -2.0% |
| 3M | +17.9% | -2.0% | +19.9% | +19.7% |
| 6M | +26.1% | +4.3% | +21.7% | +22.0% |
| YTD | +6.7% | +9.2% | -2.5% | -0.1% |
| 1Y | -10.7% | +5.6% | -16.4% | -14.5% |
| 3Y | +7.0% | +30.8% | -23.9% | -13.5% |
| All | +23.6% | +7.0% | +16.5% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 5y: compounded portfolio wealth divided by compounded VNQ 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…
5y analysis · Full analysis span regression · 6 months rolling