+123.4%
VRT vs PAYX
-6.2%
+129.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.7% | +7.0% | +1.7% |
| 7D | +9.1% | -4.2% | +13.3% | +4.8% |
| 30D | +0.9% | +2.9% | -2.0% | +4.3% |
| 3M | -13.4% | +23.6% | -37.0% | +9.8% |
| 6M | +11.7% | +30.0% | -18.3% | +49.2% |
| YTD | +73.2% | +12.2% | +61.0% | +107.2% |
| 1Y | +123.4% | -7.5% | +130.9% | +126.6% |
| All | +123.4% | -6.2% | +129.7% | +126.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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