+72.6%
VZ vs PAYX
+178.2%
-105.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +1.5% | -1.2% | +2.6% | +1.8% |
| 30D | +4.4% | +7.8% | -3.5% | +2.1% |
| 3M | -2.4% | -6.8% | +4.4% | -0.8% |
| 6M | +1.4% | +31.3% | -29.9% | -6.5% |
| YTD | +21.4% | +7.7% | +13.7% | +17.8% |
| 1Y | +20.3% | +8.1% | +12.2% | +16.6% |
| 3Y | +57.4% | +12.2% | +45.2% | +49.2% |
| 5Y | +21.9% | +8.9% | +13.0% | +14.8% |
| All | +72.6% | +178.2% | -105.5% | +16.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling