+76.6%
VT vs PAYX
+7.2%
+69.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.9% | +3.4% | +0.1% |
| 7D | +1.0% | -6.9% | +7.9% | +2.1% |
| 30D | -0.2% | -2.6% | +2.4% | +0.1% |
| 3M | +4.5% | +19.4% | -14.9% | +1.1% |
| 6M | +14.1% | +18.7% | -4.6% | +10.4% |
| YTD | +14.8% | +7.8% | +7.0% | +13.8% |
| 1Y | +21.2% | -9.9% | +31.1% | +26.3% |
| 3Y | +76.6% | +7.4% | +69.1% | +74.5% |
| All | +76.6% | +7.2% | +69.3% | +74.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling