+3,837.3%
PNC vs VMC
+3,457.0%
+380.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.8% |
| 7D | +3.1% | -1.3% | +4.3% | +3.7% |
| 30D | +7.6% | +15.5% | -7.8% | +0.6% |
| 3M | -8.1% | +0.6% | -8.7% | -8.7% |
| 6M | +12.6% | +2.1% | +10.5% | +10.4% |
| YTD | +15.0% | -1.6% | +16.5% | +13.6% |
| 1Y | +30.4% | -1.2% | +31.6% | +28.6% |
| 3Y | +116.1% | +35.3% | +80.8% | +82.0% |
| 5Y | +37.5% | +43.6% | -6.1% | +11.3% |
| 10Y | +205.1% | +126.7% | +78.4% | +89.7% |
| All | +3,837.3% | +3,457.0% | +380.3% | +715.9% |
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