+180.9%
PAYX vs OVV
+58.9%
+122.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | +0.3% |
| 7D | -1.2% | +8.0% | -9.2% | -2.1% |
| 30D | +7.8% | -2.0% | +9.9% | +7.9% |
| 3M | -6.8% | +5.4% | -12.2% | -7.6% |
| 6M | +31.3% | +14.3% | +17.0% | +28.7% |
| YTD | +7.7% | +69.4% | -61.7% | +0.2% |
| 1Y | +8.1% | +72.4% | -64.3% | +0.2% |
| 3Y | +12.2% | +58.4% | -46.2% | +3.4% |
| 5Y | +8.9% | +106.1% | -97.2% | -5.1% |
| All | +180.9% | +58.9% | +122.0% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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