+310.3%
IVV vs PNC
+202.3%
+108.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -1.0% | -0.6% |
| 7D | +2.6% | +3.1% | -0.5% | +1.3% |
| 30D | -2.0% | +7.6% | -9.6% | -4.9% |
| 3M | -2.8% | -8.1% | +5.4% | +0.5% |
| 6M | +2.2% | +12.6% | -10.4% | -3.1% |
| YTD | +11.5% | +15.0% | -3.4% | +4.4% |
| 1Y | +13.5% | +30.4% | -16.9% | +0.6% |
| 3Y | +78.1% | +116.1% | -38.1% | +25.1% |
| 5Y | +73.1% | +37.5% | +35.6% | +44.9% |
| All | +310.3% | +202.3% | +108.0% | +143.4% |
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