+61.8%
VNQ vs PAYC
+358.9%
-297.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.4% |
| 7D | -1.3% | -5.5% | +4.2% | -0.1% |
| 30D | -2.6% | +3.8% | -6.4% | -3.5% |
| 3M | -2.0% | +65.8% | -67.8% | -13.2% |
| 6M | +4.3% | +68.7% | -64.4% | -8.6% |
| YTD | +9.2% | +38.3% | -29.1% | -0.3% |
| 1Y | +5.6% | -2.4% | +8.0% | +4.1% |
| 3Y | +30.8% | -21.5% | +52.4% | +29.6% |
| 5Y | +8.0% | -52.7% | +60.7% | +17.0% |
| All | +61.8% | +358.9% | -297.1% | +10.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling