+407.5%
VUG vs PAYC
+510.1%
-102.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.8% | -0.9% |
| 7D | +4.4% | -0.5% | +4.9% | +4.5% |
| 30D | -7.3% | +5.2% | -12.5% | -8.8% |
| 3M | -4.2% | +18.0% | -22.2% | -8.9% |
| 6M | -1.6% | +81.6% | -83.2% | -18.6% |
| YTD | +4.9% | +57.3% | -52.4% | -10.5% |
| 1Y | +3.8% | +49.8% | -46.0% | -10.2% |
| 3Y | +79.4% | +49.0% | +30.4% | +49.9% |
| 5Y | +63.9% | -47.8% | +111.8% | +79.0% |
| All | +407.5% | +510.1% | -102.6% | +199.7% |
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