+130.8%
VTR vs PAYC
-22.6%
+153.5%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -1.8% | -10.2% | +8.4% | -1.4% |
| 30D | +4.0% | +2.0% | +2.0% | +3.9% |
| 3M | +7.8% | +58.3% | -50.4% | +5.8% |
| 6M | +6.4% | +64.5% | -58.1% | +4.2% |
| YTD | +18.3% | +36.5% | -18.2% | +16.9% |
| 1Y | +33.9% | -1.3% | +35.2% | +34.6% |
| All | +130.8% | -22.6% | +153.5% | +137.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling