+272.7%
PNC vs VRSN
+299.1%
-26.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | 0.0% |
| 7D | -0.6% | +0.2% | -0.8% | -0.7% |
| 30D | -4.4% | +3.8% | -8.1% | -5.8% |
| 3M | +5.2% | +5.0% | +0.2% | +2.8% |
| 6M | +20.6% | +24.9% | -4.2% | +9.2% |
| YTD | +19.8% | +21.6% | -1.8% | +8.9% |
| 1Y | +24.4% | +2.4% | +22.0% | +21.2% |
| 3Y | +131.2% | +47.3% | +83.9% | +88.8% |
| 5Y | +53.1% | +34.7% | +18.4% | +26.7% |
| All | +272.7% | +299.1% | -26.4% | +121.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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