+703.5%
V vs PAYC
+1,229.9%
-526.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.7% | +2.7% | -0.1% |
| 7D | -1.7% | -2.9% | +1.2% | -1.1% |
| 30D | +2.0% | +32.8% | -30.8% | -5.3% |
| 3M | +17.4% | +69.3% | -51.9% | +2.4% |
| 6M | +17.5% | +74.0% | -56.5% | +1.3% |
| YTD | +7.6% | +46.4% | -38.8% | -3.7% |
| 1Y | +7.7% | +4.2% | +3.5% | +4.4% |
| 3Y | +54.7% | -19.7% | +74.4% | +52.0% |
| 5Y | +73.0% | -52.0% | +125.1% | +87.1% |
| 10Y | +390.9% | +356.9% | +34.0% | +226.7% |
| All | +703.5% | +1,229.9% | -526.4% | +388.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling