+197.4%
PNC vs VT
+222.7%
-25.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.3% |
| 7D | +1.9% | +2.9% | -1.0% | -1.4% |
| 30D | +6.2% | -2.5% | +8.7% | +9.2% |
| 3M | -8.7% | -3.3% | -5.4% | -5.3% |
| 6M | +9.2% | +1.5% | +7.7% | +6.2% |
| YTD | +14.3% | +11.4% | +3.0% | -0.8% |
| 1Y | +27.7% | +11.9% | +15.8% | +10.1% |
| 3Y | +113.5% | +73.9% | +39.6% | +7.1% |
| 5Y | +36.7% | +57.9% | -21.2% | -22.3% |
| All | +197.4% | +222.7% | -25.3% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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