+203.2%
PICK price history and return analytics
+221.8%
-18.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.0% |
| 7D | -0.4% | +2.4% | -2.7% | -3.2% |
| 30D | -7.8% | -1.5% | -6.3% | -6.0% |
| 3M | -13.4% | -4.1% | -9.3% | -8.4% |
| 6M | -19.5% | +0.6% | -20.0% | -19.4% |
| YTD | +5.9% | +11.0% | -5.2% | -5.6% |
| 1Y | +19.2% | +13.3% | +5.9% | +3.6% |
| 3Y | +55.3% | +73.4% | -18.1% | -19.9% |
| 5Y | +57.6% | +57.4% | +0.2% | -7.8% |
| All | +203.2% | +221.8% | -18.6% | -30.2% |
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