+221.6%
VT vs PAYX
+166.4%
+55.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.2% | -1.0% |
| 7D | -2.0% | -7.9% | +5.9% | +1.4% |
| 30D | -1.4% | -5.0% | +3.6% | +0.5% |
| 3M | +4.7% | +15.1% | -10.4% | -2.3% |
| 6M | +11.4% | +23.9% | -12.6% | -0.2% |
| YTD | +13.1% | +6.2% | +6.9% | +8.2% |
| 1Y | +19.0% | -9.6% | +28.7% | +22.5% |
| 3Y | +73.9% | +5.8% | +68.1% | +61.8% |
| 5Y | +65.4% | +22.0% | +43.4% | +41.2% |
| All | +221.6% | +166.4% | +55.2% | +92.3% |
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