+10.3%
PICB price history and return analytics
+222.7%
-212.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -2.1% | +2.9% | -5.0% | -2.7% |
| 30D | -0.4% | -2.5% | +2.1% | +0.2% |
| 3M | -3.9% | -3.3% | -0.5% | -3.2% |
| 6M | -4.5% | +1.5% | -6.0% | -4.9% |
| YTD | -4.9% | +11.4% | -16.2% | -7.3% |
| 1Y | -3.4% | +11.9% | -15.3% | -5.9% |
| 3Y | +14.9% | +73.9% | -59.0% | +0.7% |
| 5Y | -9.9% | +57.9% | -67.8% | -20.6% |
| All | +10.3% | +222.7% | -212.4% | -12.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling