+178.3%
VSH vs PAYC
+1,229.9%
-1,051.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.7% | +8.1% | +5.4% |
| 7D | +4.1% | -2.9% | +6.9% | +4.8% |
| 30D | -4.2% | +32.8% | -36.9% | -12.0% |
| 3M | -50.0% | +69.3% | -119.3% | -57.8% |
| 6M | +80.2% | +74.0% | +6.2% | +48.9% |
| YTD | +121.1% | +46.4% | +74.7% | +90.7% |
| 1Y | +112.0% | +4.2% | +107.8% | +102.4% |
| 3Y | +22.5% | -19.7% | +42.3% | +20.2% |
| 5Y | +64.0% | -52.0% | +116.1% | +80.8% |
| 10Y | +170.4% | +356.9% | -186.5% | +71.2% |
| All | +178.3% | +1,229.9% | -1,051.5% | +55.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling