+298.8%
ROIV vs PAYC
-48.5%
+347.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -5.4% | +24.2% | +19.6% |
| 7D | +20.2% | -7.9% | +28.1% | +21.5% |
| 30D | +14.1% | +2.1% | +12.0% | +13.4% |
| 3M | +45.6% | +61.8% | -16.2% | +32.9% |
| 6M | +44.1% | +59.9% | -15.8% | +31.1% |
| YTD | +91.2% | +38.5% | +52.6% | +78.2% |
| 1Y | +221.3% | -1.4% | +222.7% | +219.3% |
| 3Y | +229.2% | -21.0% | +250.2% | +231.6% |
| 5Y | +316.5% | -52.9% | +369.4% | +313.3% |
| All | +298.8% | -48.5% | +347.4% | +296.5% |
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