+102.1%
VTR vs PAYC
+1,158.0%
-1,055.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.4% | +5.0% | +0.6% |
| 7D | -2.4% | -7.9% | +5.5% | -0.9% |
| 30D | -3.7% | +2.1% | -5.9% | -4.2% |
| 3M | +13.5% | +61.8% | -48.2% | +2.8% |
| 6M | +7.2% | +59.9% | -52.7% | -3.3% |
| YTD | +17.6% | +38.5% | -20.9% | +8.6% |
| 1Y | +35.4% | -1.4% | +36.8% | +33.3% |
| 3Y | +132.8% | -21.0% | +153.8% | +129.3% |
| 5Y | +88.7% | -52.9% | +141.6% | +101.0% |
| 10Y | +87.6% | +332.8% | -245.2% | +44.8% |
| All | +102.1% | +1,158.0% | -1,055.9% | +54.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling