+4,099.8%
PNC vs VICR
+11,731.3%
-7,631.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.9% | +4.0% | -0.1% |
| 7D | -0.7% | +1.3% | -2.0% | -1.0% |
| 30D | -4.4% | -11.9% | +7.5% | -2.8% |
| 3M | +4.5% | -35.1% | +39.6% | +9.7% |
| 6M | +19.1% | +8.1% | +10.9% | +11.5% |
| YTD | +18.0% | +67.8% | -49.7% | +1.6% |
| 1Y | +24.1% | +267.3% | -243.2% | -8.2% |
| 3Y | +130.0% | +191.2% | -61.2% | +65.8% |
| 5Y | +50.4% | +48.1% | +2.3% | +11.8% |
| 10Y | +271.3% | +1,546.1% | -1,274.8% | +65.6% |
| All | +4,099.8% | +11,731.3% | -7,631.5% | +958.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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