+2,397.0%
VRT vs PAYC
+77.3%
+2,319.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.7% |
| 7D | -7.7% | -10.2% | +2.5% | -5.4% |
| 30D | -12.0% | +2.0% | -13.9% | -12.6% |
| 3M | -11.7% | +58.3% | -69.9% | -23.1% |
| 6M | -8.1% | +64.5% | -72.6% | -21.9% |
| YTD | +53.2% | +36.5% | +16.7% | +36.3% |
| 1Y | +81.7% | -1.3% | +82.9% | +77.7% |
| 3Y | +535.3% | -22.1% | +557.4% | +533.1% |
| 5Y | +916.4% | -53.3% | +969.7% | +1,050.8% |
| All | +2,397.0% | +77.3% | +2,319.6% | +2,088.7% |
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 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