+18.6%
IVV vs PNC
+22.0%
-3.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | -0.4% | -0.7% | +0.4% | -0.2% |
| 30D | -1.4% | -4.4% | +3.0% | -0.5% |
| 3M | +3.7% | +4.5% | -0.8% | +2.7% |
| 6M | +13.0% | +19.1% | -6.0% | +8.3% |
| YTD | +12.4% | +18.0% | -5.6% | +7.7% |
| 1Y | +18.6% | +24.1% | -5.4% | +10.8% |
| All | +18.6% | +22.0% | -3.4% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling