+164.0%
PAYX vs VYM
+209.2%
-45.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.1% | -0.2% |
| 7D | -4.9% | -0.8% | -4.1% | -4.0% |
| 30D | -3.8% | -2.2% | -1.5% | -1.4% |
| 3M | +17.9% | +3.1% | +14.8% | +14.1% |
| 6M | +26.1% | +9.7% | +16.4% | +13.5% |
| YTD | +6.7% | +14.9% | -8.2% | -8.8% |
| 1Y | -10.7% | +17.6% | -28.3% | -25.8% |
| 3Y | +7.0% | +65.3% | -58.3% | -39.6% |
| 5Y | +22.6% | +78.7% | -56.1% | -36.2% |
| All | +164.0% | +209.2% | -45.1% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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