+225.9%
VIK vs PAYC
+17.3%
+208.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -3.2% |
| 7D | -0.8% | -8.7% | +7.9% | +0.6% |
| 30D | -18.0% | +1.2% | -19.2% | -18.3% |
| 3M | -5.8% | +58.6% | -64.4% | -14.5% |
| 6M | +17.2% | +56.6% | -39.5% | +6.1% |
| YTD | +19.1% | +36.2% | -17.1% | +12.6% |
| 1Y | +33.6% | -2.2% | +35.8% | +41.3% |
| All | +225.9% | +17.3% | +208.7% | +221.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling