+195.0%
VLO vs PNC
+131.1%
+63.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.1% |
| 7D | +5.3% | -0.6% | +5.9% | +5.5% |
| 30D | +18.2% | -4.4% | +22.6% | +20.3% |
| 3M | +53.3% | +5.2% | +48.1% | +49.8% |
| 6M | +70.4% | +20.6% | +49.8% | +55.8% |
| YTD | +143.4% | +19.8% | +123.6% | +122.8% |
| 1Y | +153.0% | +24.4% | +128.6% | +126.8% |
| 3Y | +195.0% | +131.2% | +63.7% | +116.0% |
| All | +195.0% | +131.1% | +63.9% | +116.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling