+953.6%
VRT vs PNC
+51.0%
+902.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.9% | -8.7% | -9.0% |
| 7D | +2.4% | -0.7% | +3.1% | +3.0% |
| 30D | -2.7% | -4.4% | +1.7% | +0.3% |
| 3M | -9.2% | +4.5% | -13.7% | -11.9% |
| 6M | -0.5% | +19.1% | -19.6% | -11.6% |
| YTD | +62.3% | +18.0% | +44.3% | +43.9% |
| 1Y | +109.6% | +24.1% | +85.5% | +78.5% |
| 3Y | +573.1% | +130.0% | +443.1% | +253.9% |
| 5Y | +953.6% | +50.4% | +903.2% | +695.3% |
| All | +953.6% | +51.0% | +902.6% | +695.3% |
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