+39.9%
VSH vs PAYC
-48.2%
+88.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | +14.3% | +4.9% | +9.5% | +13.4% |
| 30D | -7.9% | +4.1% | -12.0% | -8.7% |
| 3M | -19.9% | +11.5% | -31.3% | -21.8% |
| 6M | -30.5% | +85.3% | -115.8% | -40.3% |
| YTD | +85.7% | +57.3% | +28.4% | +64.8% |
| 1Y | +98.9% | +52.6% | +46.4% | +78.1% |
| 3Y | +32.1% | +48.3% | -16.2% | +19.5% |
| All | +39.9% | -48.2% | +88.1% | +65.5% |
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