+414.3%
VUG vs PAYC
+358.9%
+55.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.6% |
| 7D | -0.5% | -5.5% | +5.0% | +1.0% |
| 30D | -1.0% | +3.8% | -4.7% | -2.1% |
| 3M | +3.5% | +65.8% | -62.3% | -11.4% |
| 6M | +14.2% | +68.7% | -54.5% | -3.6% |
| YTD | +8.5% | +38.3% | -29.9% | -3.5% |
| 1Y | +12.9% | -2.4% | +15.3% | +10.7% |
| 3Y | +85.6% | -21.5% | +107.2% | +82.9% |
| 5Y | +78.1% | -52.7% | +130.8% | +98.9% |
| All | +414.3% | +358.9% | +55.5% | +231.7% |
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