+22.3%
PNC vs VYM
+21.4%
+0.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | +1.4% | 0.0% | +1.4% | +1.4% |
| 30D | -3.8% | -0.5% | -3.3% | -3.2% |
| 3M | +9.0% | +3.0% | +6.0% | +5.3% |
| 6M | +16.6% | +8.2% | +8.4% | +6.0% |
| YTD | +20.4% | +15.8% | +4.6% | +1.0% |
| 1Y | +22.3% | +20.8% | +1.5% | -3.0% |
| All | +22.3% | +21.4% | +0.9% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling