+272.7%
PNC vs VTEB
+17.9%
+254.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.2% | +0.3% |
| 7D | -0.6% | -0.9% | +0.4% | -0.1% |
| 30D | -4.4% | -2.5% | -1.9% | -3.2% |
| 3M | +5.2% | -3.0% | +8.2% | +6.8% |
| 6M | +20.6% | -2.1% | +22.8% | +21.9% |
| YTD | +19.8% | -1.5% | +21.3% | +20.7% |
| 1Y | +24.4% | +0.2% | +24.3% | +24.4% |
| 3Y | +131.2% | +8.6% | +122.7% | +121.4% |
| 5Y | +53.1% | +1.2% | +51.9% | +50.4% |
| All | +272.7% | +17.9% | +254.8% | +367.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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