+13.8%
VRT vs PNC
+32.8%
-19.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.8% | -14.7% | -13.4% |
| 7D | -15.4% | +2.3% | -17.7% | -16.0% |
| 30D | -19.0% | +7.0% | -25.9% | -20.8% |
| 3M | -23.8% | -7.3% | -16.5% | -21.8% |
| 6M | -37.9% | +8.9% | -46.8% | -39.7% |
| YTD | +27.0% | +15.5% | +11.4% | +12.6% |
| 1Y | +13.8% | +31.8% | -18.0% | -5.8% |
| All | +13.8% | +32.8% | -19.0% | -5.8% |
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