+81.7%
VRT vs PNC
+24.9%
+56.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.6% | -5.8% |
| 7D | -7.7% | -0.9% | -6.8% | -7.5% |
| 30D | -12.0% | -4.4% | -7.5% | -11.1% |
| 3M | -11.7% | +5.3% | -17.0% | -12.1% |
| 6M | -8.1% | +19.6% | -27.7% | -11.3% |
| YTD | +53.2% | +19.1% | +34.1% | +45.9% |
| 1Y | +81.7% | +24.3% | +57.3% | +57.9% |
| All | +81.7% | +24.9% | +56.8% | +57.9% |
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