-50.0%
VTRS vs PAYC
+358.9%
-408.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.6% |
| 7D | -2.2% | -5.5% | +3.3% | -1.2% |
| 30D | +3.3% | +3.8% | -0.5% | +2.5% |
| 3M | +2.0% | +65.8% | -63.8% | -8.3% |
| 6M | +19.9% | +68.7% | -48.8% | +7.0% |
| YTD | +35.7% | +38.3% | -2.6% | +25.3% |
| 1Y | +68.1% | -2.4% | +70.5% | +65.8% |
| 3Y | +87.1% | -21.5% | +108.6% | +85.6% |
| 5Y | +47.6% | -52.7% | +100.3% | +57.1% |
| All | -50.0% | +358.9% | -408.8% | -62.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling