+276.8%
PNC vs VT
+222.7%
+54.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.4% | +0.4% | +0.9% | +0.9% |
| 30D | -3.8% | +1.0% | -4.8% | -4.9% |
| 3M | +9.0% | +2.4% | +6.6% | +5.4% |
| 6M | +16.6% | +12.0% | +4.6% | +1.1% |
| YTD | +20.4% | +15.3% | +5.1% | +0.7% |
| 1Y | +22.3% | +22.6% | -0.2% | -5.2% |
| 3Y | +124.5% | +74.7% | +49.9% | +13.1% |
| 5Y | +54.1% | +66.1% | -12.1% | -17.2% |
| All | +276.8% | +222.7% | +54.0% | -5.3% |
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