+1,934.0%
VRT vs PNC
+114.8%
+1,819.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.5% | -4.2% | -3.9% |
| 7D | +10.5% | +3.1% | +7.4% | +8.9% |
| 30D | -9.3% | +7.6% | -17.0% | -12.7% |
| 3M | -29.6% | -8.1% | -21.5% | -26.4% |
| 6M | -45.4% | +12.6% | -58.0% | -48.9% |
| YTD | +24.8% | +15.0% | +9.9% | +15.1% |
| 1Y | +23.6% | +30.4% | -6.8% | +6.5% |
| 3Y | +379.7% | +116.1% | +263.5% | +211.9% |
| 5Y | +660.3% | +37.5% | +622.9% | +520.7% |
| All | +1,934.0% | +114.8% | +1,819.1% | +1,049.4% |
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