+228.7%
VTV vs PAYX
+167.8%
+60.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.5% |
| 7D | -1.1% | -4.9% | +3.8% | +1.1% |
| 30D | -1.0% | -3.8% | +2.8% | +0.5% |
| 3M | +4.6% | +17.9% | -13.2% | -3.7% |
| 6M | +13.5% | +26.1% | -12.6% | +0.4% |
| YTD | +18.5% | +6.7% | +11.8% | +13.0% |
| 1Y | +22.9% | -10.7% | +33.6% | +27.7% |
| 3Y | +67.8% | +7.0% | +60.9% | +55.6% |
| 5Y | +81.8% | +22.6% | +59.2% | +53.1% |
| All | +228.7% | +167.8% | +60.9% | +86.0% |
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