+236.4%
VT vs PAYC
+1,335.2%
-1,098.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.8% | +2.7% | -2.9% |
| 7D | -4.2% | -4.1% | -0.1% | -3.5% |
| 30D | -5.8% | +12.4% | -18.2% | -7.9% |
| 3M | -5.2% | +43.3% | -48.5% | -11.9% |
| 6M | +0.1% | +90.7% | -90.6% | -12.4% |
| YTD | +8.2% | +58.0% | -49.8% | -2.5% |
| 1Y | +10.1% | +37.4% | -27.3% | +1.8% |
| 3Y | +69.7% | +61.1% | +8.5% | +48.8% |
| 5Y | +53.4% | -49.1% | +102.4% | +61.2% |
| 10Y | +219.2% | +497.7% | -278.5% | +125.2% |
| All | +236.4% | +1,335.2% | -1,098.7% | +121.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling