+776.1%
IVV vs PNC
+1,112.7%
-336.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +0.1% | +1.4% | -1.3% | -0.4% |
| 30D | +0.1% | -3.8% | +3.9% | +1.4% |
| 3M | +2.0% | +9.0% | -7.0% | -1.2% |
| 6M | +13.0% | +16.6% | -3.6% | +6.8% |
| YTD | +13.6% | +20.4% | -6.8% | +5.9% |
| 1Y | +20.1% | +22.3% | -2.3% | +11.1% |
| 3Y | +77.6% | +124.5% | -46.9% | +31.2% |
| 5Y | +82.5% | +54.1% | +28.4% | +51.3% |
| 10Y | +316.5% | +276.3% | +40.3% | +144.8% |
| All | +776.1% | +1,112.7% | -336.6% | +187.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling