+176.4%
RICK price history and return analytics
+221.4%
-45.0%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.3% |
| 7D | 0.0% | +1.0% | -1.0% | -1.5% |
| 30D | +3.5% | -0.2% | +3.7% | +3.8% |
| 3M | +17.6% | +4.5% | +13.1% | +9.8% |
| 6M | +26.9% | +14.1% | +12.8% | +3.6% |
| YTD | +22.6% | +14.8% | +7.9% | -0.8% |
| 1Y | -16.7% | +21.2% | -37.9% | -37.8% |
| 3Y | -53.5% | +76.6% | -130.0% | -80.4% |
| 5Y | -57.1% | +66.6% | -123.6% | -79.7% |
| 10Y | +176.4% | +222.3% | -45.8% | -37.6% |
| All | +176.4% | +221.4% | -45.0% | -37.6% |
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