+33.1%
PICB vs VT
+435.2%
-402.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | +0.8% |
| 7D | +1.0% | -4.2% | +5.2% | +1.9% |
| 30D | +1.7% | -5.8% | +7.5% | +2.9% |
| 3M | -2.1% | -5.2% | +3.1% | -1.0% |
| 6M | -2.1% | +0.1% | -2.3% | -2.2% |
| YTD | -2.8% | +8.2% | -11.1% | -4.5% |
| 1Y | -0.5% | +10.1% | -10.6% | -2.5% |
| 3Y | +16.3% | +69.7% | -53.3% | +3.9% |
| 5Y | -9.2% | +53.4% | -62.5% | -18.0% |
| 10Y | +8.9% | +219.2% | -210.4% | -13.9% |
| All | +33.1% | +435.2% | -402.1% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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