+313.7%
IVV vs PAYC
+330.2%
-16.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.4% | +4.8% | +0.6% |
| 7D | +0.5% | -7.9% | +8.4% | +2.3% |
| 30D | -1.0% | +2.1% | -3.1% | -1.5% |
| 3M | +3.9% | +61.8% | -57.9% | -8.0% |
| 6M | +14.5% | +59.9% | -45.4% | +1.0% |
| YTD | +12.9% | +38.5% | -25.6% | +2.6% |
| 1Y | +19.4% | -1.4% | +20.7% | +17.3% |
| 3Y | +78.8% | -21.0% | +99.8% | +76.7% |
| 5Y | +82.2% | -52.9% | +135.1% | +98.8% |
| 10Y | +313.7% | +332.8% | -19.2% | +182.7% |
| All | +313.7% | +330.2% | -16.6% | +182.7% |
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