+61.1%
VZ vs PAYC
+330.2%
-269.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.4% | +5.9% | +0.9% |
| 7D | +0.2% | -7.9% | +8.1% | +0.8% |
| 30D | +7.1% | +2.1% | +5.0% | +6.9% |
| 3M | +12.8% | +61.8% | -48.9% | +8.6% |
| 6M | +1.8% | +59.9% | -58.1% | -2.2% |
| YTD | +30.0% | +38.5% | -8.5% | +26.2% |
| 1Y | +24.3% | -1.4% | +25.7% | +23.7% |
| 3Y | +84.3% | -21.0% | +105.3% | +83.7% |
| 5Y | +25.9% | -52.9% | +78.8% | +28.9% |
| 10Y | +61.1% | +332.8% | -271.7% | +31.0% |
| All | +61.1% | +330.2% | -269.2% | +31.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling