+518.2%
VUG vs PAYC
+1,328.5%
-810.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +2.5% | +4.9% | -2.4% | +1.4% |
| 30D | -6.3% | +4.1% | -10.4% | -7.3% |
| 3M | -6.0% | +11.5% | -17.5% | -8.7% |
| 6M | -3.5% | +85.3% | -88.8% | -18.3% |
| YTD | +3.9% | +57.3% | -53.3% | -9.2% |
| 1Y | +5.1% | +52.6% | -47.5% | -7.5% |
| 3Y | +77.9% | +48.3% | +29.6% | +53.3% |
| 5Y | +62.4% | -47.8% | +110.2% | +72.8% |
| 10Y | +399.4% | +515.9% | -116.5% | +239.8% |
| All | +518.2% | +1,328.5% | -810.3% | +291.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling