+52.2%
PNC vs OVV
+153.1%
-100.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.9% |
| 7D | +2.3% | -3.7% | +6.0% | +3.1% |
| 30D | -3.8% | +8.0% | -11.8% | -5.6% |
| 3M | +7.8% | +11.3% | -3.5% | +4.8% |
| 6M | +19.7% | +24.0% | -4.3% | +12.7% |
| YTD | +19.1% | +65.3% | -46.2% | +4.2% |
| 1Y | +23.1% | +60.2% | -37.0% | +8.0% |
| 3Y | +132.1% | +46.9% | +85.2% | +102.5% |
| 5Y | +52.2% | +158.7% | -106.5% | +3.3% |
| All | +52.2% | +153.1% | -100.9% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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