+35,064.1%
PAYX vs VSH
+1,668.7%
+33,395.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.0% |
| 7D | -7.5% | +3.5% | -11.0% | -8.1% |
| 30D | -5.3% | -4.4% | -0.9% | -4.8% |
| 3M | +15.6% | -45.8% | +61.4% | +27.1% |
| 6M | +19.5% | +90.1% | -70.7% | -1.6% |
| YTD | +5.8% | +120.3% | -114.6% | -16.2% |
| 1Y | -10.9% | +112.2% | -123.1% | -29.3% |
| 3Y | +5.4% | +36.6% | -31.2% | -11.6% |
| 5Y | +20.4% | +67.0% | -46.6% | -4.5% |
| 10Y | +164.1% | +179.5% | -15.4% | +81.4% |
| All | +35,064.1% | +1,668.7% | +33,395.4% | +13,422.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling