+76.0%
VUG vs PAYC
-53.8%
+129.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.1% |
| 7D | +0.1% | -8.7% | +8.8% | +2.2% |
| 30D | -1.7% | +1.2% | -2.8% | -2.1% |
| 3M | +2.8% | +58.6% | -55.8% | -9.2% |
| 6M | +13.6% | +56.6% | -43.0% | -0.1% |
| YTD | +8.1% | +36.2% | -28.2% | -1.7% |
| 1Y | +13.1% | -2.2% | +15.3% | +12.2% |
| 3Y | +87.0% | -22.3% | +109.3% | +90.9% |
| 5Y | +76.0% | -53.9% | +129.8% | +96.3% |
| All | +76.0% | -53.8% | +129.8% | +96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling