+270.8%
PNC vs VO
+197.9%
+72.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +2.0% |
| 7D | -0.9% | -2.5% | +1.6% | +1.9% |
| 30D | -4.4% | -3.2% | -1.2% | -0.8% |
| 3M | +5.3% | +3.9% | +1.4% | +0.6% |
| 6M | +19.6% | +9.6% | +9.9% | +7.5% |
| YTD | +19.1% | +11.6% | +7.6% | +4.9% |
| 1Y | +24.3% | +12.6% | +11.7% | +8.2% |
| 3Y | +132.2% | +55.4% | +76.8% | +41.3% |
| 5Y | +52.3% | +41.8% | +10.5% | +2.0% |
| All | +270.8% | +197.9% | +72.9% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling