+82.2%
IVV vs PNC
+52.4%
+29.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.2% |
| 7D | +0.5% | +2.3% | -1.8% | -0.4% |
| 30D | -1.0% | -3.8% | +2.9% | +0.5% |
| 3M | +3.9% | +7.8% | -3.9% | +0.7% |
| 6M | +14.5% | +19.7% | -5.2% | +6.4% |
| YTD | +12.9% | +19.1% | -6.2% | +4.7% |
| 1Y | +19.4% | +23.1% | -3.8% | +9.0% |
| 3Y | +78.8% | +132.1% | -53.3% | +24.0% |
| 5Y | +82.2% | +52.2% | +30.0% | +48.9% |
| All | +82.2% | +52.4% | +29.8% | +48.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling