+67.0%
VSH vs PAYC
-53.8%
+120.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.0% |
| 7D | +3.5% | -8.7% | +12.3% | +5.2% |
| 30D | -4.4% | +1.2% | -5.5% | -4.8% |
| 3M | -45.8% | +58.6% | -104.4% | -51.8% |
| 6M | +90.1% | +56.6% | +33.5% | +68.1% |
| YTD | +120.3% | +36.2% | +84.1% | +101.4% |
| 1Y | +112.2% | -2.2% | +114.4% | +113.9% |
| 3Y | +36.6% | -22.3% | +58.9% | +41.5% |
| 5Y | +67.0% | -53.9% | +120.9% | +88.0% |
| All | +67.0% | -53.8% | +120.9% | +88.0% |
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