-55.6%
VTRS vs PAYC
+1,140.1%
-1,195.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -3.3% | -10.2% | +6.9% | -1.5% |
| 30D | +1.4% | +2.0% | -0.6% | +0.9% |
| 3M | +4.6% | +58.3% | -53.6% | -4.7% |
| 6M | +18.1% | +64.5% | -46.4% | +6.3% |
| YTD | +34.7% | +36.5% | -1.9% | +25.0% |
| 1Y | +65.6% | -1.3% | +66.9% | +62.9% |
| 3Y | +83.8% | -22.1% | +105.9% | +82.1% |
| 5Y | +46.5% | -53.3% | +99.8% | +54.8% |
| 10Y | -48.6% | +348.5% | -397.0% | -64.1% |
| All | -55.6% | +1,140.1% | -1,195.8% | -72.3% |
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