+177.0%
PAYX vs VTRS
-49.5%
+226.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +2.2% |
| 7D | -2.6% | -1.3% | -1.3% | -2.4% |
| 30D | -2.9% | +3.4% | -6.3% | -3.5% |
| 3M | +19.0% | +1.9% | +17.1% | +18.4% |
| 6M | +31.0% | +25.2% | +5.8% | +25.2% |
| YTD | +9.2% | +37.0% | -27.7% | +2.3% |
| 1Y | -8.4% | +73.2% | -81.6% | -18.1% |
| 3Y | +10.3% | +92.2% | -81.9% | -5.3% |
| 5Y | +26.2% | +50.3% | -24.1% | +11.0% |
| 10Y | +177.0% | -48.9% | +225.9% | +170.3% |
| All | +177.0% | -49.5% | +226.5% | +170.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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