+426.7%
VRTX vs PAYX
+167.8%
+258.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | 0.0% |
| 7D | -5.6% | -4.9% | -0.8% | -3.8% |
| 30D | -2.0% | -3.8% | +1.8% | -0.6% |
| 3M | +15.8% | +17.9% | -2.0% | +8.2% |
| 6M | +4.7% | +26.1% | -21.4% | -5.3% |
| YTD | +13.7% | +6.7% | +7.0% | +9.5% |
| 1Y | +29.7% | -10.7% | +40.5% | +34.4% |
| 3Y | +48.4% | +7.0% | +41.5% | +38.9% |
| 5Y | +173.3% | +22.6% | +150.7% | +134.4% |
| All | +426.7% | +167.8% | +258.9% | +207.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling