+20.2%
VZ vs PAYC
-52.1%
+72.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.1% | +4.1% | -0.6% |
| 7D | +2.1% | -10.2% | +12.3% | +2.8% |
| 30D | +1.4% | +6.1% | -4.8% | +1.0% |
| 3M | -1.3% | +10.1% | -11.3% | -1.9% |
| 6M | -0.5% | +88.6% | -89.2% | -4.3% |
| YTD | +19.6% | +50.0% | -30.3% | +16.5% |
| 1Y | +22.4% | +46.1% | -23.7% | +19.3% |
| 3Y | +55.9% | +51.2% | +4.7% | +51.4% |
| All | +20.2% | -52.1% | +72.3% | +14.7% |
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