+272.7%
PNC vs IVZ
+65.9%
+206.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | 0.0% |
| 7D | -0.6% | -2.4% | +1.8% | +0.7% |
| 30D | -4.4% | +3.0% | -7.4% | -5.9% |
| 3M | +5.2% | +14.9% | -9.6% | -2.8% |
| 6M | +20.6% | +36.7% | -16.1% | +1.1% |
| YTD | +19.8% | +25.7% | -5.9% | +4.1% |
| 1Y | +24.4% | +47.7% | -23.3% | -1.1% |
| 3Y | +131.2% | +138.8% | -7.6% | +36.7% |
| 5Y | +53.1% | +62.1% | -9.0% | +6.9% |
| All | +272.7% | +65.9% | +206.8% | +120.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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