+47.7%
VMC vs PAYC
-53.8%
+101.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.6% | -3.0% |
| 7D | -5.3% | -8.7% | +3.4% | -3.9% |
| 30D | -12.3% | +1.2% | -13.4% | -12.5% |
| 3M | -10.3% | +58.6% | -68.9% | -17.8% |
| 6M | -8.6% | +56.6% | -65.2% | -16.5% |
| YTD | -11.9% | +36.2% | -48.1% | -17.6% |
| 1Y | -13.9% | -2.2% | -11.7% | -14.2% |
| 3Y | +18.2% | -22.3% | +40.5% | +20.2% |
| 5Y | +47.7% | -53.9% | +101.6% | +65.0% |
| All | +47.7% | -53.8% | +101.6% | +65.0% |
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