+70.1%
VT vs PAYC
+50.7%
+19.4%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.1% | +5.3% | +0.7% |
| 7D | -2.3% | -10.2% | +7.9% | -1.4% |
| 30D | -5.0% | +6.1% | -11.1% | -5.5% |
| 3M | -4.9% | +10.1% | -14.9% | -5.8% |
| 6M | -1.5% | +88.6% | -90.2% | -8.4% |
| YTD | +8.5% | +50.0% | -41.5% | +4.3% |
| 1Y | +11.4% | +46.1% | -34.7% | +7.5% |
| 3Y | +70.1% | +51.2% | +18.9% | +64.2% |
| All | +70.1% | +50.7% | +19.4% | +64.2% |
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 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