+59.9%
VEA vs PAYC
-52.9%
+112.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.3% | +0.9% |
| 7D | -1.5% | -5.5% | +4.1% | -0.8% |
| 30D | -0.8% | +3.8% | -4.6% | -1.3% |
| 3M | +2.5% | +65.8% | -63.3% | -4.2% |
| 6M | +11.1% | +68.7% | -57.6% | +3.1% |
| YTD | +17.2% | +38.3% | -21.2% | +11.7% |
| 1Y | +24.5% | -2.4% | +26.9% | +25.1% |
| 3Y | +75.4% | -21.5% | +97.0% | +78.3% |
| All | +59.9% | -52.9% | +112.8% | +63.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling