+5.2%
PAYX vs VIK
+221.3%
-216.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.5% |
| 7D | -7.9% | -1.8% | -6.1% | -7.8% |
| 30D | -5.0% | -17.3% | +12.2% | -3.2% |
| 3M | +15.1% | -5.1% | +20.2% | +15.2% |
| 6M | +23.9% | +16.2% | +7.7% | +19.6% |
| YTD | +6.2% | +17.6% | -11.5% | +2.0% |
| 1Y | -9.6% | +33.5% | -43.2% | -15.4% |
| All | +5.2% | +221.3% | -216.0% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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