+766.3%
IVV vs PNC
+1,056.1%
-289.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | -0.9% | -0.6% | -0.3% | -0.7% |
| 30D | -2.3% | +5.8% | -8.2% | -4.3% |
| 3M | -1.2% | -7.9% | +6.7% | +1.6% |
| 6M | +3.3% | +10.0% | -6.7% | -0.4% |
| YTD | +12.3% | +14.8% | -2.5% | +6.4% |
| 1Y | +12.5% | +29.7% | -17.1% | +2.1% |
| 3Y | +79.2% | +114.4% | -35.2% | +34.7% |
| 5Y | +75.6% | +36.0% | +39.7% | +52.1% |
| 10Y | +313.4% | +204.7% | +108.7% | +160.6% |
| All | +766.3% | +1,056.1% | -289.8% | +188.4% |
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 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