+109.6%
VRT vs PAYC
-2.9%
+112.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.6% | -8.0% | -10.2% |
| 7D | +2.4% | -8.7% | +11.2% | -1.0% |
| 30D | -2.7% | +1.2% | -3.8% | -2.0% |
| 3M | -9.2% | +58.6% | -67.8% | +14.3% |
| 6M | -0.5% | +56.6% | -57.1% | +27.9% |
| YTD | +62.3% | +36.2% | +26.1% | +110.0% |
| 1Y | +109.6% | -2.2% | +111.8% | +146.6% |
| All | +109.6% | -2.9% | +112.5% | +146.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling