+221.8%
VT vs PAYX
+178.2%
+43.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | +2.4% | -1.2% | +3.5% | +2.8% |
| 30D | -1.5% | +7.8% | -9.3% | -4.9% |
| 3M | -4.1% | -6.8% | +2.7% | -2.1% |
| 6M | +0.6% | +31.3% | -30.8% | -12.4% |
| YTD | +11.0% | +7.7% | +3.3% | +4.9% |
| 1Y | +13.3% | +8.1% | +5.3% | +6.8% |
| 3Y | +73.4% | +12.2% | +61.2% | +55.9% |
| 5Y | +57.4% | +8.9% | +48.5% | +41.6% |
| All | +221.8% | +178.2% | +43.7% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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