+55.8%
OVV vs PAYC
+336.3%
-280.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.4% | +4.4% | +0.7% |
| 7D | -3.7% | -7.9% | +4.2% | -1.3% |
| 30D | +8.0% | +2.1% | +5.9% | +7.0% |
| 3M | +11.3% | +61.8% | -50.5% | -6.5% |
| 6M | +24.0% | +59.9% | -35.9% | +3.7% |
| YTD | +65.3% | +38.5% | +26.8% | +43.9% |
| 1Y | +60.2% | -1.4% | +61.5% | +55.6% |
| 3Y | +46.9% | -21.0% | +67.9% | +44.2% |
| 5Y | +158.7% | -52.9% | +211.6% | +194.5% |
| All | +55.8% | +336.3% | -280.5% | -3.9% |
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