+616.1%
VLO vs PNC
+49.2%
+566.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.0% |
| 7D | +6.2% | -0.7% | +7.0% | +6.6% |
| 30D | +23.5% | -4.4% | +27.9% | +25.8% |
| 3M | +53.9% | +4.5% | +49.4% | +50.6% |
| 6M | +81.7% | +19.1% | +62.6% | +66.4% |
| YTD | +142.5% | +18.0% | +124.4% | +122.6% |
| 1Y | +145.4% | +24.1% | +121.4% | +119.4% |
| 3Y | +197.3% | +130.0% | +67.3% | +99.1% |
| All | +616.1% | +49.2% | +566.9% | +454.0% |
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 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