+58.7%
PNC vs VSXY
+37.5%
+21.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.1% | -2.6% | +0.1% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | -4.4% | -18.7% | +14.3% | -1.8% |
| 3M | +5.2% | -4.0% | +9.2% | +5.1% |
| 6M | +20.6% | +67.5% | -46.8% | +8.2% |
| YTD | +19.8% | +39.7% | -19.9% | +10.1% |
| 1Y | +24.4% | +180.0% | -155.6% | +0.9% |
| 3Y | +131.2% | +337.3% | -206.0% | +59.9% |
| 5Y | +53.1% | +22.7% | +30.4% | +26.6% |
| All | +58.7% | +37.5% | +21.2% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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