+699.9%
PNC vs VO
+825.5%
-125.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.6% |
| 7D | +1.9% | +2.9% | -1.1% | -1.5% |
| 30D | +6.2% | +1.0% | +5.2% | +4.9% |
| 3M | -8.7% | -1.7% | -7.0% | -7.0% |
| 6M | +9.2% | +6.7% | +2.5% | +0.9% |
| YTD | +14.3% | +14.0% | +0.3% | -2.4% |
| 1Y | +27.7% | +13.7% | +14.0% | +9.4% |
| 3Y | +113.5% | +65.8% | +47.7% | +18.0% |
| 5Y | +36.7% | +36.6% | +0.1% | -6.0% |
| 10Y | +203.4% | +198.9% | +4.5% | -16.1% |
| All | +699.9% | +825.5% | -125.6% | -34.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling