+52.3%
PNC vs IVZ
+57.9%
-5.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.2% |
| 7D | -0.9% | -2.4% | +1.5% | +0.2% |
| 30D | -4.4% | +2.5% | -6.9% | -5.6% |
| 3M | +5.3% | +17.1% | -11.8% | -2.9% |
| 6M | +19.6% | +35.1% | -15.6% | +2.4% |
| YTD | +19.1% | +24.3% | -5.2% | +5.5% |
| 1Y | +24.3% | +48.7% | -24.4% | +0.4% |
| 3Y | +132.2% | +135.6% | -3.4% | +42.7% |
| 5Y | +52.3% | +60.3% | -8.0% | +7.4% |
| All | +52.3% | +57.9% | -5.6% | +7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling