+3,979.8%
PNC vs VMC
+3,191.4%
+788.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.6% | -0.3% |
| 7D | +2.3% | -0.5% | +2.8% | +2.5% |
| 30D | -3.8% | -9.1% | +5.3% | +0.3% |
| 3M | +7.8% | -4.1% | +11.9% | +9.2% |
| 6M | +19.7% | -5.5% | +25.2% | +21.7% |
| YTD | +19.1% | -8.9% | +28.0% | +22.2% |
| 1Y | +23.1% | -12.9% | +36.1% | +28.8% |
| 3Y | +132.1% | +22.1% | +110.0% | +104.8% |
| 5Y | +52.2% | +52.7% | -0.5% | +19.8% |
| 10Y | +271.4% | +152.7% | +118.7% | +119.8% |
| All | +3,979.8% | +3,191.4% | +788.4% | +777.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling