+352.0%
PICK vs VOO
+317.2%
+34.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.2% |
| 7D | +3.1% | +0.5% | +2.6% | +2.5% |
| 30D | +3.9% | -0.9% | +4.8% | +4.9% |
| 3M | +7.5% | +3.9% | +3.6% | +3.3% |
| 6M | +16.2% | +14.5% | +1.7% | +1.4% |
| YTD | +29.9% | +13.0% | +16.9% | +15.1% |
| 1Y | +61.6% | +19.4% | +42.2% | +35.2% |
| 3Y | +85.0% | +78.9% | +6.2% | +0.4% |
| 5Y | +84.3% | +82.3% | +2.0% | -2.5% |
| All | +352.0% | +317.2% | +34.8% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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