+13.8%
VRT vs PAYX
+7.8%
+6.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.6% | -15.5% | -10.5% |
| 7D | -15.4% | +9.7% | -25.1% | -7.7% |
| 30D | -19.0% | +20.2% | -39.1% | -3.9% |
| 3M | -23.8% | +1.1% | -24.9% | -21.9% |
| 6M | -37.9% | +32.7% | -70.6% | -15.1% |
| YTD | +27.0% | +10.5% | +16.4% | +52.1% |
| 1Y | +13.8% | +8.7% | +5.1% | +34.9% |
| All | +13.8% | +7.8% | +6.0% | +34.9% |
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