+272.7%
PNC vs VYM
+209.2%
+63.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | -0.4% |
| 7D | -0.6% | -0.8% | +0.2% | +0.6% |
| 30D | -4.4% | -2.2% | -2.1% | -1.2% |
| 3M | +5.2% | +3.1% | +2.2% | +0.8% |
| 6M | +20.6% | +9.7% | +10.9% | +5.8% |
| YTD | +19.8% | +14.9% | +4.9% | -1.6% |
| 1Y | +24.4% | +17.6% | +6.9% | -1.1% |
| 3Y | +131.2% | +65.3% | +65.9% | +14.8% |
| 5Y | +53.1% | +78.7% | -25.6% | -30.8% |
| All | +272.7% | +209.2% | +63.5% | -14.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling