+111.1%
VSH vs PAYC
+510.1%
-399.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | +14.3% | +4.9% | +9.5% | +12.8% |
| 30D | -7.9% | +4.1% | -12.0% | -9.2% |
| 3M | -19.9% | +11.5% | -31.3% | -23.0% |
| 6M | -30.5% | +85.3% | -115.8% | -44.9% |
| YTD | +85.7% | +57.3% | +28.4% | +52.6% |
| 1Y | +98.9% | +52.6% | +46.4% | +65.2% |
| 3Y | +32.1% | +48.3% | -16.2% | +8.8% |
| 5Y | +39.7% | -47.8% | +87.5% | +54.9% |
| All | +111.1% | +510.1% | -399.0% | -4.9% |
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