+291.1%
ROIV vs PAYC
-44.4%
+335.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +5.0% | +4.7% |
| 7D | +13.3% | -11.1% | +24.4% | +15.2% |
| 30D | +14.8% | +1.8% | +12.9% | +14.3% |
| 3M | +11.9% | +10.2% | +1.7% | +9.8% |
| 6M | +42.4% | +73.5% | -31.1% | +28.2% |
| YTD | +87.4% | +49.4% | +38.0% | +72.5% |
| 1Y | +97.2% | +47.2% | +50.0% | +82.0% |
| 3Y | +375.7% | +44.4% | +331.2% | +330.6% |
| 5Y | +379.0% | -52.1% | +431.1% | +371.7% |
| All | +291.1% | -44.4% | +335.5% | +283.8% |
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