+70.5%
PNC vs VIK
+236.8%
-166.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.6% | -3.7% | -1.9% |
| 7D | +2.3% | +3.6% | -1.3% | +1.2% |
| 30D | -3.8% | -16.7% | +12.9% | +1.1% |
| 3M | +7.8% | -1.1% | +8.9% | +7.5% |
| 6M | +19.7% | +27.8% | -8.1% | +9.0% |
| YTD | +19.1% | +23.3% | -4.2% | +9.4% |
| 1Y | +23.1% | +38.2% | -15.1% | +8.5% |
| All | +70.5% | +236.8% | -166.4% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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