+169.1%
PAYX vs VT
+224.7%
-55.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.5% |
| 7D | -6.9% | +1.0% | -7.9% | -7.8% |
| 30D | -2.6% | -0.2% | -2.4% | -2.4% |
| 3M | +19.4% | +4.5% | +14.9% | +13.8% |
| 6M | +18.7% | +14.1% | +4.6% | +3.0% |
| YTD | +7.8% | +14.8% | -7.0% | -7.2% |
| 1Y | -9.9% | +21.2% | -31.1% | -26.8% |
| 3Y | +7.4% | +76.6% | -69.1% | -41.8% |
| 5Y | +21.8% | +66.6% | -44.8% | -29.7% |
| All | +169.1% | +224.7% | -55.6% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling