+52.3%
PNC vs VFC
-79.6%
+131.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.5% |
| 7D | -0.9% | -4.0% | +3.1% | 0.0% |
| 30D | -4.4% | -14.6% | +10.2% | -0.9% |
| 3M | +5.3% | -23.1% | +28.4% | +10.9% |
| 6M | +19.6% | -25.2% | +44.8% | +26.3% |
| YTD | +19.1% | -29.5% | +48.6% | +27.3% |
| 1Y | +24.3% | -14.4% | +38.7% | +25.8% |
| 3Y | +132.2% | -28.7% | +160.9% | +122.5% |
| 5Y | +52.3% | -79.1% | +131.5% | +127.7% |
| All | +52.3% | -79.6% | +131.9% | +127.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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