+228.7%
VTV vs PAYC
+358.9%
-130.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.5% |
| 7D | -1.1% | -5.5% | +4.4% | -0.2% |
| 30D | -1.0% | +3.8% | -4.8% | -1.8% |
| 3M | +4.6% | +65.8% | -61.2% | -5.2% |
| 6M | +13.5% | +68.7% | -55.2% | +1.8% |
| YTD | +18.5% | +38.3% | -19.8% | +10.0% |
| 1Y | +22.9% | -2.4% | +25.3% | +21.6% |
| 3Y | +67.8% | -21.5% | +89.4% | +66.8% |
| 5Y | +81.8% | -52.7% | +134.6% | +94.2% |
| All | +228.7% | +358.9% | -130.2% | +137.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling