+216.2%
PICK price history and return analytics
+224.4%
-8.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | -0.6% |
| 7D | +0.1% | -0.7% | +0.8% | +1.0% |
| 30D | -7.6% | -1.7% | -5.8% | -5.4% |
| 3M | -12.3% | -2.3% | -10.0% | -9.6% |
| 6M | -14.6% | +1.5% | -16.1% | -15.6% |
| YTD | +9.7% | +12.0% | -2.4% | -3.4% |
| 1Y | +23.8% | +12.9% | +10.9% | +8.1% |
| 3Y | +61.5% | +74.9% | -13.5% | -17.7% |
| 5Y | +63.3% | +59.9% | +3.4% | -6.4% |
| 10Y | +216.2% | +224.6% | -8.5% | -28.7% |
| All | +216.2% | +224.4% | -8.2% | -28.7% |
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