+161.1%
VEA vs PAYX
+167.8%
-6.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.5% | +0.9% |
| 7D | -1.5% | -4.9% | +3.4% | +0.3% |
| 30D | -0.8% | -3.8% | +3.0% | +0.4% |
| 3M | +2.5% | +17.9% | -15.4% | -4.3% |
| 6M | +11.1% | +26.1% | -14.9% | +0.4% |
| YTD | +17.2% | +6.7% | +10.4% | +12.6% |
| 1Y | +24.5% | -10.7% | +35.3% | +28.5% |
| 3Y | +75.4% | +7.0% | +68.5% | +63.9% |
| 5Y | +61.1% | +22.6% | +38.5% | +39.5% |
| All | +161.1% | +167.8% | -6.7% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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