+4,025.0%
PNC vs VFC
+845.1%
+3,179.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.8% |
| 7D | +1.4% | -1.6% | +3.0% | +2.0% |
| 30D | -3.8% | -11.6% | +7.8% | +0.9% |
| 3M | +9.0% | -18.1% | +27.1% | +16.1% |
| 6M | +16.6% | -27.4% | +44.0% | +29.2% |
| YTD | +20.4% | -24.8% | +45.3% | +30.9% |
| 1Y | +22.3% | -8.2% | +30.5% | +20.2% |
| 3Y | +124.5% | -29.1% | +153.7% | +102.0% |
| 5Y | +54.1% | -79.2% | +133.2% | +136.2% |
| 10Y | +276.3% | -68.1% | +344.4% | +348.7% |
| All | +4,025.0% | +845.1% | +3,179.9% | +1,072.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling