+23.6%
PAYX vs VIVK
-100.0%
+123.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.4% | +7.9% | +0.6% |
| 7D | -4.9% | -4.4% | -0.5% | -4.8% |
| 30D | -3.8% | -40.8% | +37.0% | -3.4% |
| 3M | +17.9% | -94.1% | +112.0% | +20.2% |
| 6M | +26.1% | -98.2% | +124.3% | +29.2% |
| YTD | +6.7% | -98.0% | +104.8% | +9.0% |
| 1Y | -10.7% | -100.0% | +89.2% | -6.6% |
| 3Y | +7.0% | -100.0% | +107.0% | +11.0% |
| All | +23.6% | -100.0% | +123.6% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 5y: compounded portfolio wealth divided by compounded VIVK 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…
5y analysis · Full analysis span regression · 6 months rolling