+170.2%
VEA vs PNC
+509.2%
-339.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | +0.1% | -0.6% |
| 7D | +0.3% | -0.7% | +1.0% | +0.6% |
| 30D | +0.4% | -4.4% | +4.8% | +1.9% |
| 3M | +4.8% | +4.5% | +0.3% | +3.2% |
| 6M | +11.3% | +19.1% | -7.8% | +4.9% |
| YTD | +17.4% | +18.0% | -0.6% | +10.7% |
| 1Y | +26.2% | +24.1% | +2.2% | +16.9% |
| 3Y | +77.7% | +130.0% | -52.3% | +32.4% |
| 5Y | +60.9% | +50.4% | +10.5% | +35.5% |
| 10Y | +163.6% | +271.3% | -107.7% | +58.9% |
| All | +170.2% | +509.2% | -339.0% | +28.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling