+75.0%
VTI vs PAYC
-52.9%
+127.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.6% |
| 7D | -0.9% | -5.5% | +4.6% | +0.1% |
| 30D | -1.4% | +3.8% | -5.2% | -2.2% |
| 3M | +3.6% | +65.8% | -62.2% | -6.9% |
| 6M | +13.6% | +68.7% | -55.1% | +1.1% |
| YTD | +12.9% | +38.3% | -25.4% | +4.5% |
| 1Y | +17.2% | -2.4% | +19.6% | +16.9% |
| 3Y | +75.7% | -21.5% | +97.2% | +78.5% |
| All | +75.0% | -52.9% | +127.9% | +83.3% |
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