+20.0%
PICK vs VOO
+9.8%
+10.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.4% |
| 7D | -1.3% | -2.7% | +1.4% | +2.9% |
| 30D | -9.4% | -5.4% | -4.0% | -0.9% |
| 3M | -13.1% | -4.1% | -9.0% | -7.3% |
| 6M | -15.4% | +0.7% | -16.2% | -16.5% |
| YTD | +6.2% | +8.7% | -2.5% | -7.0% |
| All | +20.0% | +9.8% | +10.2% | +4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling