+52.2%
PNC vs ROIV
+316.9%
-264.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +18.8% | -19.8% | -2.4% |
| 7D | +2.3% | +20.2% | -17.9% | +0.8% |
| 30D | -3.8% | +14.1% | -18.0% | -4.9% |
| 3M | +7.8% | +45.6% | -37.8% | +4.6% |
| 6M | +19.7% | +44.1% | -24.4% | +16.1% |
| YTD | +19.1% | +91.2% | -72.0% | +12.9% |
| 1Y | +23.1% | +221.3% | -198.2% | +12.2% |
| 3Y | +132.1% | +229.2% | -97.1% | +108.8% |
| 5Y | +52.2% | +316.5% | -264.2% | +25.9% |
| All | +52.2% | +316.9% | -264.7% | +25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling