+692.5%
PAYX vs VNQ
+386.3%
+306.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.2% |
| 7D | -4.9% | -1.3% | -3.6% | -4.3% |
| 30D | -3.8% | -2.6% | -1.2% | -2.5% |
| 3M | +17.9% | -2.0% | +19.9% | +19.2% |
| 6M | +26.1% | +4.3% | +21.7% | +23.3% |
| YTD | +6.7% | +9.2% | -2.5% | +2.1% |
| 1Y | -10.7% | +5.6% | -16.4% | -13.2% |
| 3Y | +7.0% | +30.8% | -23.9% | -6.8% |
| 5Y | +22.6% | +8.0% | +14.6% | +17.5% |
| 10Y | +166.5% | +63.7% | +102.8% | +113.0% |
| All | +692.5% | +386.3% | +306.3% | +291.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling