+822.6%
VOO vs PNC
+604.7%
+217.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.1% |
| 7D | +0.5% | +2.3% | -1.7% | -0.4% |
| 30D | -0.9% | -3.8% | +2.9% | +0.7% |
| 3M | +3.9% | +7.8% | -3.9% | +0.3% |
| 6M | +14.5% | +19.7% | -5.2% | +5.4% |
| YTD | +13.0% | +19.1% | -6.2% | +3.8% |
| 1Y | +19.4% | +23.1% | -3.7% | +7.9% |
| 3Y | +78.9% | +132.1% | -53.3% | +19.3% |
| 5Y | +82.3% | +52.2% | +30.1% | +43.9% |
| 10Y | +314.2% | +271.4% | +42.8% | +96.6% |
| All | +822.6% | +604.7% | +217.9% | +207.0% |
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 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