+71.3%
RICK price history and return analytics
+374.2%
-302.9%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -2.8% | +0.4% | -3.2% | -3.2% |
| 30D | +13.1% | +1.0% | +12.1% | +12.0% |
| 3M | +17.2% | +2.4% | +14.8% | +14.1% |
| 6M | +22.2% | +12.0% | +10.2% | +8.0% |
| YTD | +23.9% | +15.3% | +8.6% | +6.1% |
| 1Y | -17.9% | +22.6% | -40.5% | -34.0% |
| 3Y | -54.6% | +74.7% | -129.3% | -74.7% |
| 5Y | -52.9% | +66.1% | -119.0% | -71.7% |
| 10Y | +178.9% | +225.0% | -46.1% | -1.6% |
| All | +71.3% | +374.2% | -302.9% | -54.3% |
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