+950.8%
VTI vs PAYX
+579.5%
+371.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | -0.9% | -4.9% | +4.0% | +1.5% |
| 30D | -1.4% | -3.8% | +2.4% | +0.2% |
| 3M | +3.6% | +17.9% | -14.3% | -5.5% |
| 6M | +13.6% | +26.1% | -12.5% | -0.7% |
| YTD | +12.9% | +6.7% | +6.2% | +6.8% |
| 1Y | +17.2% | -10.7% | +28.0% | +21.0% |
| 3Y | +75.7% | +7.0% | +68.7% | +61.7% |
| 5Y | +75.4% | +22.6% | +52.8% | +48.8% |
| 10Y | +303.3% | +166.5% | +136.8% | +121.9% |
| All | +950.8% | +579.5% | +371.3% | +227.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling