+32.1%
PICB vs VT
+436.5%
-404.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | +0.1% | -2.3% | +2.4% | +0.6% |
| 30D | +1.4% | -5.0% | +6.4% | +2.5% |
| 3M | -2.4% | -4.9% | +2.5% | -1.4% |
| 6M | -3.7% | -1.5% | -2.2% | -3.5% |
| YTD | -3.6% | +8.5% | -12.1% | -5.3% |
| 1Y | -1.7% | +11.4% | -13.1% | -3.9% |
| 3Y | +16.1% | +70.1% | -53.9% | +3.7% |
| 5Y | -9.8% | +53.7% | -63.6% | -18.6% |
| 10Y | +8.0% | +220.0% | -211.9% | -14.6% |
| All | +32.1% | +436.5% | -404.4% | -7.1% |
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