+124.6%
PICK price history and return analytics
+379.0%
-254.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.1% | +0.4% | -1.5% | -1.6% |
| 30D | +2.9% | +1.0% | +1.9% | +1.6% |
| 3M | -1.6% | +2.4% | -4.0% | -4.1% |
| 6M | +7.1% | +12.0% | -4.9% | -6.4% |
| YTD | +27.8% | +15.3% | +12.5% | +7.8% |
| 1Y | +61.6% | +22.6% | +39.0% | +26.2% |
| 3Y | +75.2% | +74.7% | +0.6% | -12.8% |
| 5Y | +76.4% | +66.1% | +10.3% | -6.0% |
| 10Y | +339.0% | +225.0% | +114.0% | -2.2% |
| All | +124.6% | +379.0% | -254.4% | -67.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling