+517.1%
PNC vs VIG
+617.8%
-100.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | 0.0% |
| 7D | +2.3% | -0.4% | +2.7% | +2.9% |
| 30D | -3.8% | -2.1% | -1.7% | -0.9% |
| 3M | +7.8% | +3.3% | +4.5% | +2.7% |
| 6M | +19.7% | +9.3% | +10.4% | +5.1% |
| YTD | +19.1% | +10.1% | +9.0% | +3.4% |
| 1Y | +23.1% | +14.7% | +8.4% | +0.8% |
| 3Y | +132.1% | +56.9% | +75.2% | +21.2% |
| 5Y | +52.2% | +62.9% | -10.7% | -24.8% |
| 10Y | +271.4% | +241.3% | +30.1% | -39.0% |
| All | +517.1% | +617.8% | -100.8% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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