+614.1%
PAYX vs VT
+374.2%
+239.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -4.2% | +0.4% | -4.6% | -4.5% |
| 30D | +2.9% | +1.0% | +1.9% | +2.1% |
| 3M | +23.6% | +2.4% | +21.2% | +20.6% |
| 6M | +30.0% | +12.0% | +18.0% | +17.4% |
| YTD | +12.2% | +15.3% | -3.1% | -1.2% |
| 1Y | -7.5% | +22.6% | -30.0% | -22.6% |
| 3Y | +10.1% | +74.7% | -64.5% | -31.4% |
| 5Y | +25.1% | +66.1% | -41.0% | -18.6% |
| 10Y | +171.7% | +225.0% | -53.3% | +8.6% |
| All | +614.1% | +374.2% | +239.9% | +109.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling