+1,024.4%
VRT vs PAYC
-53.3%
+1,077.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -5.4% | +9.1% | +4.7% |
| 7D | +13.6% | -7.9% | +21.5% | +15.3% |
| 30D | +6.8% | +2.1% | +4.6% | +6.1% |
| 3M | -3.2% | +61.8% | -65.0% | -14.2% |
| 6M | +20.3% | +59.9% | -39.6% | +5.7% |
| YTD | +79.6% | +38.5% | +41.1% | +63.5% |
| 1Y | +139.0% | -1.4% | +140.4% | +141.6% |
| 3Y | +644.6% | -21.0% | +665.6% | +679.8% |
| 5Y | +1,024.4% | -52.9% | +1,077.3% | +1,137.0% |
| All | +1,024.4% | -53.3% | +1,077.7% | +1,137.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling