+52.3%
PNC vs VO
+40.2%
+12.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.9% |
| 7D | -0.9% | -2.5% | +1.6% | +1.7% |
| 30D | -4.4% | -3.2% | -1.2% | -1.2% |
| 3M | +5.3% | +3.9% | +1.4% | +1.1% |
| 6M | +19.6% | +9.6% | +9.9% | +8.5% |
| YTD | +19.1% | +11.6% | +7.6% | +6.1% |
| 1Y | +24.3% | +12.6% | +11.7% | +9.7% |
| 3Y | +132.2% | +55.4% | +76.8% | +49.3% |
| 5Y | +52.3% | +41.8% | +10.5% | +4.4% |
| All | +52.3% | +40.2% | +12.1% | +4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling