+2,010.2%
VRT vs PAYC
+104.3%
+1,905.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.5% | -1.0% | +0.9% |
| 7D | +18.6% | -0.5% | +19.1% | +18.7% |
| 30D | -11.7% | +5.2% | -16.8% | -12.9% |
| 3M | -27.3% | +18.0% | -45.3% | -30.5% |
| 6M | -42.9% | +81.6% | -124.5% | -52.2% |
| YTD | +29.5% | +57.3% | -27.8% | +10.9% |
| 1Y | +21.0% | +49.8% | -28.8% | +5.1% |
| 3Y | +403.1% | +49.0% | +354.1% | +324.1% |
| 5Y | +688.8% | -47.8% | +736.7% | +771.4% |
| All | +2,010.2% | +104.3% | +1,905.9% | +1,682.1% |
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