+67.7%
V vs PNC
+51.0%
+16.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | -2.9% | -0.7% | -2.2% | -2.6% |
| 30D | +1.9% | -4.4% | +6.3% | +3.6% |
| 3M | +13.2% | +4.5% | +8.7% | +11.2% |
| 6M | +16.7% | +19.1% | -2.3% | +8.9% |
| YTD | +5.4% | +18.0% | -12.6% | -1.5% |
| 1Y | +7.7% | +24.1% | -16.4% | -1.5% |
| 3Y | +52.0% | +130.0% | -78.0% | +7.1% |
| 5Y | +67.7% | +50.4% | +17.3% | +44.4% |
| All | +67.7% | +51.0% | +16.7% | +44.4% |
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