+35,889.1%
VLO vs PNC
+4,099.5%
+31,789.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +5.2% | +1.4% | +3.8% | +4.6% |
| 30D | +22.6% | -3.8% | +26.4% | +24.4% |
| 3M | +43.8% | +9.0% | +34.8% | +38.9% |
| 6M | +65.7% | +16.6% | +49.1% | +55.3% |
| YTD | +131.1% | +20.4% | +110.7% | +113.7% |
| 1Y | +143.6% | +22.3% | +121.3% | +123.3% |
| 3Y | +201.4% | +124.5% | +76.8% | +118.0% |
| 5Y | +568.9% | +54.1% | +514.8% | +449.2% |
| 10Y | +891.8% | +276.3% | +615.5% | +521.3% |
| All | +35,889.1% | +4,099.5% | +31,789.6% | +12,199.2% |
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