+7.2%
VNQ vs PAYC
-52.9%
+60.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.5% |
| 7D | -1.3% | -5.5% | +4.2% | -0.4% |
| 30D | -2.6% | +3.8% | -6.4% | -3.2% |
| 3M | -2.0% | +65.8% | -67.8% | -10.6% |
| 6M | +4.3% | +68.7% | -64.4% | -5.6% |
| YTD | +9.2% | +38.3% | -29.1% | +2.2% |
| 1Y | +5.6% | -2.4% | +8.0% | +5.2% |
| 3Y | +30.8% | -21.5% | +52.4% | +32.2% |
| All | +7.2% | -52.9% | +60.1% | +11.8% |
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