+548.5%
VUG vs PAYC
+1,229.9%
-681.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.2% | +0.4% |
| 7D | -0.1% | -2.9% | +2.8% | +0.6% |
| 30D | -0.3% | +32.8% | -33.1% | -7.5% |
| 3M | -0.7% | +69.3% | -70.0% | -13.6% |
| 6M | +14.6% | +74.0% | -59.3% | -1.7% |
| YTD | +9.0% | +46.4% | -37.4% | -2.8% |
| 1Y | +14.9% | +4.2% | +10.7% | +11.1% |
| 3Y | +86.0% | -19.7% | +105.8% | +82.7% |
| 5Y | +76.7% | -52.0% | +128.7% | +92.1% |
| 10Y | +411.3% | +356.9% | +54.4% | +263.0% |
| All | +548.5% | +1,229.9% | -681.3% | +319.4% |
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