+556.5%
PNC vs VT
+346.0%
+210.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.9% |
| 7D | -1.1% | -2.3% | +1.2% | +1.6% |
| 30D | +4.5% | -5.0% | +9.4% | +10.7% |
| 3M | -10.0% | -4.9% | -5.1% | -4.8% |
| 6M | +3.1% | -1.5% | +4.6% | +3.9% |
| YTD | +11.5% | +8.5% | +3.0% | -0.3% |
| 1Y | +27.3% | +11.4% | +15.9% | +10.2% |
| 3Y | +106.4% | +70.1% | +36.3% | +6.9% |
| 5Y | +31.1% | +53.7% | -22.6% | -23.2% |
| 10Y | +231.3% | +220.0% | +11.3% | -17.7% |
| All | +556.5% | +346.0% | +210.5% | +24.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling