+223.0%
VT vs PAYC
+356.0%
-133.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.7% | +3.7% | +0.7% |
| 7D | +0.4% | -2.9% | +3.3% | +1.0% |
| 30D | +1.0% | +32.8% | -31.8% | -5.3% |
| 3M | +2.4% | +69.3% | -66.9% | -9.3% |
| 6M | +12.0% | +74.0% | -62.0% | -2.0% |
| YTD | +15.3% | +46.4% | -31.1% | +4.4% |
| 1Y | +22.6% | +4.2% | +18.4% | +19.4% |
| 3Y | +74.7% | -19.7% | +94.4% | +72.7% |
| 5Y | +66.1% | -52.0% | +118.2% | +79.9% |
| All | +223.0% | +356.0% | -133.0% | +122.3% |
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