+280.1%
ROIV vs PAYC
-41.5%
+321.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +1.7% | +4.9% | -3.2% | +1.0% |
| 30D | +17.6% | +4.1% | +13.5% | +16.8% |
| 3M | +9.0% | +11.5% | -2.5% | +6.8% |
| 6M | +35.3% | +85.3% | -50.0% | +20.5% |
| YTD | +82.2% | +57.3% | +24.9% | +66.4% |
| 1Y | +92.3% | +52.6% | +39.7% | +76.6% |
| 3Y | +336.8% | +48.3% | +288.5% | +294.4% |
| 5Y | +370.6% | -47.8% | +418.4% | +360.0% |
| All | +280.1% | -41.5% | +321.6% | +270.2% |
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