+108.8%
V vs PNC
+35.6%
+73.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.8% | +0.8% | 0.0% | +0.5% |
| 30D | +9.9% | +6.5% | +3.5% | +7.4% |
| 3M | +17.5% | -7.3% | +24.8% | +20.8% |
| 6M | +33.5% | +8.5% | +25.0% | +29.1% |
| YTD | +21.6% | +14.5% | +7.1% | +14.8% |
| 1Y | +27.6% | +29.1% | -1.5% | +15.0% |
| 3Y | +76.4% | +113.7% | -37.3% | +28.5% |
| All | +108.8% | +35.6% | +73.2% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 5y: compounded portfolio wealth divided by compounded PNC 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…
5y analysis · Full analysis span regression · 6 months rolling