+102.1%
PNC vs ROIV
+280.9%
-178.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.4% | +4.0% | -0.1% |
| 7D | +1.9% | +9.2% | -7.3% | +1.2% |
| 30D | +6.2% | +19.9% | -13.7% | +4.8% |
| 3M | -8.7% | +10.6% | -19.3% | -9.6% |
| 6M | +9.2% | +36.1% | -26.9% | +6.3% |
| YTD | +14.3% | +84.3% | -70.0% | +8.6% |
| 1Y | +27.7% | +87.6% | -59.9% | +21.1% |
| 3Y | +113.5% | +353.9% | -240.4% | +90.1% |
| 5Y | +36.7% | +376.1% | -339.3% | +15.1% |
| All | +102.1% | +280.9% | -178.7% | +67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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