+585.3%
PNC vs VCLT
+103.3%
+481.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +2.3% | +0.3% | +2.0% | +2.3% |
| 30D | -3.8% | -0.6% | -3.3% | -3.8% |
| 3M | +7.8% | -2.2% | +10.0% | +7.7% |
| 6M | +19.7% | -2.9% | +22.6% | +19.5% |
| YTD | +19.1% | -2.1% | +21.2% | +19.0% |
| 1Y | +23.1% | -2.6% | +25.7% | +23.0% |
| 3Y | +132.1% | +12.5% | +119.6% | +134.5% |
| 5Y | +52.2% | -15.3% | +67.5% | +41.1% |
| 10Y | +271.4% | +16.6% | +254.8% | +312.2% |
| All | +585.3% | +103.3% | +481.9% | +1,060.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 all: compounded portfolio wealth divided by compounded VCLT 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…
all analysis · Full analysis span regression · 6 months rolling