+84.5%
VTR vs PAYC
-52.9%
+137.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.6% |
| 7D | -0.3% | -5.5% | +5.2% | +0.2% |
| 30D | +1.1% | +3.8% | -2.7% | +0.7% |
| 3M | +7.9% | +65.8% | -57.9% | +2.5% |
| 6M | +6.2% | +68.7% | -62.5% | +0.4% |
| YTD | +17.7% | +38.3% | -20.6% | +13.5% |
| 1Y | +32.9% | -2.4% | +35.3% | +33.0% |
| 3Y | +129.7% | -21.5% | +151.2% | +132.2% |
| All | +84.5% | -52.9% | +137.4% | +81.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling