+3,837.3%
PNC vs VSH
+1,390.4%
+2,446.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.8% | +1.6% |
| 7D | +3.1% | +14.3% | -11.3% | -0.5% |
| 30D | +7.6% | -7.9% | +15.5% | +8.3% |
| 3M | -8.1% | -19.9% | +11.7% | -5.2% |
| 6M | +12.6% | -30.5% | +43.1% | +15.7% |
| YTD | +15.0% | +85.7% | -70.7% | -9.3% |
| 1Y | +30.4% | +98.9% | -68.5% | +0.9% |
| 3Y | +116.1% | +32.1% | +84.1% | +78.3% |
| 5Y | +37.5% | +39.7% | -2.2% | +10.7% |
| 10Y | +205.1% | +117.6% | +87.5% | +116.9% |
| All | +3,837.3% | +1,390.4% | +2,446.9% | +1,376.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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