+458.8%
V vs PAYC
+535.4%
-76.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | +0.1% |
| 7D | -2.3% | -9.5% | +7.2% | +0.3% |
| 30D | +9.5% | +3.3% | +6.3% | +8.4% |
| 3M | +17.5% | +14.5% | +3.0% | +12.9% |
| 6M | +32.2% | +76.0% | -43.9% | +11.1% |
| YTD | +22.3% | +53.4% | -31.1% | +5.8% |
| 1Y | +26.8% | +43.8% | -17.0% | +11.7% |
| 3Y | +77.5% | +45.3% | +32.2% | +50.7% |
| 5Y | +110.1% | -48.9% | +159.0% | +129.9% |
| 10Y | +458.8% | +500.5% | -41.8% | +171.5% |
| All | +458.8% | +535.4% | -76.6% | +171.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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