+59.4%
PICK vs VOO
+67.9%
-8.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.6% |
| 7D | -1.3% | -2.7% | +1.4% | +1.5% |
| 30D | -9.4% | -5.4% | -4.0% | -4.0% |
| 3M | -13.1% | -4.1% | -9.0% | -9.2% |
| 6M | -15.4% | +0.7% | -16.2% | -15.6% |
| YTD | +6.2% | +8.7% | -2.5% | -1.2% |
| 1Y | +22.5% | +11.0% | +11.5% | +11.7% |
| 3Y | +51.3% | +75.5% | -24.1% | -10.9% |
| All | +59.4% | +67.9% | -8.5% | -3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling