+988.2%
PNC vs VRSN
+7,135.0%
-6,146.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | +3.1% | +1.4% | +1.7% | +2.8% |
| 30D | +7.6% | +3.9% | +3.8% | +6.9% |
| 3M | -8.1% | +9.3% | -17.5% | -9.6% |
| 6M | +12.6% | +6.7% | +5.9% | +11.0% |
| YTD | +15.0% | +30.0% | -15.1% | +9.2% |
| 1Y | +30.4% | +26.0% | +4.4% | +24.5% |
| 3Y | +116.1% | +53.1% | +63.0% | +98.5% |
| 5Y | +37.5% | +35.0% | +2.5% | +28.3% |
| 10Y | +205.1% | +291.7% | -86.6% | +140.7% |
| All | +988.2% | +7,135.0% | -6,146.8% | +362.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling