+85.0%
PICK price history and return analytics
+349.5%
-264.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.2% | +1.4% |
| 7D | -4.8% | -4.2% | -0.6% | +0.7% |
| 30D | -12.3% | -5.8% | -6.5% | -5.1% |
| 3M | -15.3% | -5.2% | -10.0% | -9.0% |
| 6M | -12.1% | +0.1% | -12.2% | -11.5% |
| YTD | +5.3% | +8.2% | -3.0% | -3.4% |
| 1Y | +21.4% | +10.1% | +11.2% | +8.9% |
| 3Y | +50.9% | +69.7% | -18.8% | -22.0% |
| 5Y | +61.8% | +53.4% | +8.4% | -4.3% |
| 10Y | +238.5% | +219.2% | +19.2% | -23.2% |
| All | +85.0% | +349.5% | -264.5% | -71.2% |
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 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