+5.2%
VUG vs PAYX
+7.8%
-2.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | +1.6% |
| 7D | -3.0% | +9.7% | -12.7% | -2.7% |
| 30D | -6.4% | +20.2% | -26.6% | -6.2% |
| 3M | -3.2% | +1.1% | -4.3% | -2.8% |
| 6M | +3.1% | +32.7% | -29.6% | +2.5% |
| YTD | +6.3% | +10.5% | -4.3% | +7.6% |
| 1Y | +5.2% | +8.7% | -3.6% | +6.3% |
| All | +5.2% | +7.8% | -2.6% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 1y: compounded portfolio wealth divided by compounded PAYX 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…
1y analysis · Full analysis span regression · 6 months rolling