+51.8%
VG vs PNC
+32.8%
+19.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +1.8% | -9.5% | -7.2% |
| 7D | -16.4% | +2.3% | -18.7% | -15.7% |
| 30D | -10.8% | +7.0% | -17.7% | -9.2% |
| 3M | -6.3% | -7.3% | +1.0% | -7.9% |
| 6M | -12.5% | +8.9% | -21.4% | -10.8% |
| YTD | +76.9% | +15.5% | +61.4% | +83.7% |
| 1Y | +51.8% | +31.8% | +20.0% | +51.7% |
| All | +51.8% | +32.8% | +19.0% | +51.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling