+7.0%
PAYX vs VSH
+42.0%
-35.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.1% | -5.6% | +0.4% |
| 7D | -4.9% | +4.8% | -9.6% | -4.9% |
| 30D | -3.8% | -0.7% | -3.1% | -3.8% |
| 3M | +17.9% | -43.1% | +60.9% | +21.0% |
| 6M | +26.1% | +91.8% | -65.7% | +14.7% |
| YTD | +6.7% | +131.6% | -124.9% | -5.8% |
| 1Y | -10.7% | +118.1% | -128.8% | -21.0% |
| 3Y | +7.0% | +40.9% | -33.9% | -4.2% |
| All | +7.0% | +42.0% | -35.1% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling