+138.7%
RICK price history and return analytics
+222.7%
-84.0%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | 0.0% |
| 7D | -7.4% | +2.9% | -10.2% | -11.3% |
| 30D | +2.3% | -2.5% | +4.9% | +5.9% |
| 3M | -3.3% | -3.3% | +0.1% | +1.2% |
| 6M | +14.2% | +1.5% | +12.6% | +10.6% |
| YTD | +14.6% | +11.4% | +3.2% | -3.7% |
| 1Y | +11.2% | +11.9% | -0.7% | -7.3% |
| 3Y | -49.9% | +73.9% | -123.8% | -78.6% |
| 5Y | -62.3% | +57.9% | -120.2% | -81.0% |
| All | +138.7% | +222.7% | -84.0% | -47.7% |
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