+116.1%
PNC vs VMC
+35.0%
+81.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.8% |
| 7D | +3.1% | -1.3% | +4.3% | +3.6% |
| 30D | +7.6% | +15.5% | -7.8% | +1.9% |
| 3M | -8.1% | +0.6% | -8.7% | -8.5% |
| 6M | +12.6% | +2.1% | +10.5% | +10.8% |
| YTD | +15.0% | -1.6% | +16.5% | +13.1% |
| 1Y | +30.4% | -1.2% | +31.6% | +28.0% |
| 3Y | +116.1% | +35.3% | +80.8% | +77.7% |
| All | +116.1% | +35.0% | +81.2% | +77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 3y: compounded portfolio wealth divided by compounded VMC 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…
3y analysis · Full analysis span regression · 6 months rolling