+87.9%
VUG vs PAYC
-22.2%
+110.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.4% | +5.0% | +0.1% |
| 7D | +0.9% | -7.9% | +8.8% | +1.6% |
| 30D | -1.4% | +2.1% | -3.6% | -1.7% |
| 3M | +2.3% | +61.8% | -59.4% | -3.1% |
| 6M | +15.7% | +59.9% | -44.3% | +9.4% |
| YTD | +8.6% | +38.5% | -29.9% | +4.5% |
| 1Y | +14.1% | -1.4% | +15.4% | +14.5% |
| 3Y | +87.9% | -21.0% | +108.9% | +97.1% |
| All | +87.9% | -22.2% | +110.1% | +97.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling