+69.2%
RICK price history and return analytics
+346.0%
-276.8%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.3% |
| 7D | +2.1% | -2.3% | +4.4% | +4.7% |
| 30D | +10.1% | -5.0% | +15.1% | +16.1% |
| 3M | +10.5% | -4.9% | +15.4% | +16.5% |
| 6M | +12.5% | -1.5% | +14.0% | +14.0% |
| YTD | +22.4% | +8.5% | +13.9% | +11.8% |
| 1Y | +22.7% | +11.4% | +11.4% | +9.0% |
| 3Y | -46.6% | +70.1% | -116.7% | -69.4% |
| 5Y | -59.8% | +53.7% | -113.5% | -73.9% |
| 10Y | +164.1% | +220.0% | -55.9% | -4.2% |
| All | +69.2% | +346.0% | -276.8% | -51.9% |
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