+2,723.0%
VRT vs PAYC
+90.2%
+2,632.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.7% | +8.0% | +5.2% |
| 7D | +9.1% | -2.9% | +12.0% | +9.8% |
| 30D | +0.9% | +32.8% | -31.8% | -6.6% |
| 3M | -13.4% | +69.3% | -82.7% | -25.7% |
| 6M | +11.7% | +74.0% | -62.3% | -6.3% |
| YTD | +73.2% | +46.4% | +26.8% | +51.6% |
| 1Y | +123.4% | +4.2% | +119.3% | +116.2% |
| 3Y | +606.2% | -19.7% | +625.9% | +602.8% |
| 5Y | +899.9% | -52.0% | +951.9% | +1,029.0% |
| All | +2,723.0% | +90.2% | +2,632.9% | +2,335.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling