+3,979.8%
PNC vs VSH
+1,656.4%
+2,323.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.8% |
| 7D | +2.3% | +6.2% | -3.9% | +0.8% |
| 30D | -3.8% | -11.1% | +7.3% | -1.3% |
| 3M | +7.8% | -44.9% | +52.7% | +21.1% |
| 6M | +19.7% | +90.0% | -70.3% | -3.6% |
| YTD | +19.1% | +118.8% | -99.7% | -7.9% |
| 1Y | +23.1% | +109.0% | -85.8% | -4.4% |
| 3Y | +132.1% | +35.6% | +96.5% | +94.3% |
| 5Y | +52.2% | +66.7% | -14.5% | +19.7% |
| 10Y | +271.4% | +167.9% | +103.5% | +156.4% |
| All | +3,979.8% | +1,656.4% | +2,323.4% | +1,400.1% |
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