+47.7%
PAYX vs ROIV
+288.8%
-241.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.5% |
| 7D | -4.9% | +16.9% | -21.7% | -5.5% |
| 30D | -3.8% | +12.9% | -16.7% | -4.3% |
| 3M | +17.9% | +37.3% | -19.4% | +16.1% |
| 6M | +26.1% | +38.0% | -11.9% | +24.0% |
| YTD | +6.7% | +88.1% | -81.4% | +3.1% |
| 1Y | -10.7% | +183.3% | -194.0% | -15.7% |
| 3Y | +7.0% | +254.6% | -247.7% | -0.9% |
| 5Y | +22.6% | +309.8% | -287.2% | +2.7% |
| All | +47.7% | +288.8% | -241.0% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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