+605.6%
PNC vs VOO
+812.0%
-206.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | +2.3% | +0.5% | +1.7% | +1.7% |
| 30D | -3.8% | -0.9% | -2.9% | -2.8% |
| 3M | +7.8% | +3.9% | +3.9% | +2.8% |
| 6M | +19.7% | +14.5% | +5.2% | +1.8% |
| YTD | +19.1% | +13.0% | +6.2% | +2.9% |
| 1Y | +23.1% | +19.4% | +3.7% | -0.5% |
| 3Y | +132.1% | +78.9% | +53.3% | +16.5% |
| 5Y | +52.2% | +82.3% | -30.1% | -25.7% |
| 10Y | +271.4% | +314.2% | -42.8% | -31.4% |
| All | +605.6% | +812.0% | -206.4% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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