+2,263.5%
VGT vs PAYX
+534.5%
+1,728.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +0.9% |
| 7D | -0.2% | -4.9% | +4.7% | +2.6% |
| 30D | -0.4% | -3.8% | +3.4% | +1.5% |
| 3M | +4.4% | +17.9% | -13.4% | -6.8% |
| 6M | +32.1% | +26.1% | +6.0% | +12.0% |
| YTD | +28.8% | +6.7% | +22.0% | +19.9% |
| 1Y | +35.3% | -10.7% | +46.1% | +39.8% |
| 3Y | +124.8% | +7.0% | +117.8% | +101.0% |
| 5Y | +137.9% | +22.6% | +115.3% | +94.4% |
| 10Y | +814.2% | +166.5% | +647.7% | +343.9% |
| All | +2,263.5% | +534.5% | +1,728.9% | +552.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling