+69.7%
VT vs PAYC
+58.8%
+10.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.8% | +2.7% | -3.5% |
| 7D | -4.2% | -4.1% | -0.1% | -3.8% |
| 30D | -5.8% | +12.4% | -18.2% | -6.8% |
| 3M | -5.2% | +43.3% | -48.5% | -8.6% |
| 6M | +0.1% | +90.7% | -90.6% | -6.8% |
| YTD | +8.2% | +58.0% | -49.8% | +3.6% |
| 1Y | +10.1% | +37.4% | -27.3% | +7.8% |
| All | +69.7% | +58.8% | +10.9% | +63.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling