+59.4%
VT vs PAYC
-51.7%
+111.1%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.7% |
| 7D | +0.4% | -11.1% | +11.5% | +2.1% |
| 30D | -2.6% | +1.8% | -4.4% | -3.0% |
| 3M | -3.2% | +10.2% | -13.4% | -4.9% |
| 6M | +0.9% | +73.5% | -72.6% | -8.6% |
| YTD | +11.3% | +49.4% | -38.1% | +3.0% |
| 1Y | +14.0% | +47.2% | -33.2% | +5.7% |
| 3Y | +75.8% | +44.4% | +31.4% | +60.5% |
| All | +59.4% | -51.7% | +111.1% | +81.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling