+322.1%
IVV vs PNC
+268.7%
+53.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | 0.0% |
| 7D | -0.4% | -0.7% | +0.4% | -0.1% |
| 30D | -1.4% | -4.4% | +3.0% | +0.4% |
| 3M | +3.7% | +4.5% | -0.8% | +1.6% |
| 6M | +13.0% | +19.1% | -6.0% | +4.8% |
| YTD | +12.4% | +18.0% | -5.6% | +4.2% |
| 1Y | +18.6% | +24.1% | -5.4% | +7.4% |
| 3Y | +78.1% | +130.0% | -51.9% | +21.8% |
| 5Y | +82.3% | +50.4% | +31.9% | +46.8% |
| 10Y | +322.1% | +271.3% | +50.8% | +128.3% |
| All | +322.1% | +268.7% | +53.4% | +128.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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