+79.5%
VUG vs PAYC
+50.1%
+29.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.8% | -0.6% |
| 7D | +4.4% | -0.5% | +4.9% | +4.4% |
| 30D | -7.3% | +5.2% | -12.5% | -8.0% |
| 3M | -4.2% | +18.0% | -22.2% | -6.4% |
| 6M | -1.6% | +81.6% | -83.2% | -10.1% |
| YTD | +4.9% | +57.3% | -52.4% | -1.8% |
| 1Y | +3.8% | +49.8% | -46.0% | -1.9% |
| All | +79.5% | +50.1% | +29.4% | +76.0% |
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