+221.8%
VT vs PAYC
+510.1%
-288.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.4% | +4.9% | -2.5% | +1.4% |
| 30D | -1.5% | +4.1% | -5.6% | -2.5% |
| 3M | -4.1% | +11.5% | -15.6% | -6.5% |
| 6M | +0.6% | +85.3% | -84.7% | -13.1% |
| YTD | +11.0% | +57.3% | -46.2% | -1.4% |
| 1Y | +13.3% | +52.6% | -39.2% | +1.3% |
| 3Y | +73.4% | +48.3% | +25.1% | +51.8% |
| 5Y | +57.4% | -47.8% | +105.3% | +67.9% |
| All | +221.8% | +510.1% | -288.3% | +110.2% |
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