+470.4%
VRTX vs PNC
+202.3%
+268.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.3% | -0.9% |
| 7D | -1.6% | +3.1% | -4.6% | -2.3% |
| 30D | +8.0% | +7.6% | +0.4% | +6.1% |
| 3M | +4.3% | -8.1% | +12.4% | +6.3% |
| 6M | +18.9% | +12.6% | +6.3% | +15.3% |
| YTD | +18.8% | +15.0% | +3.9% | +14.2% |
| 1Y | +24.0% | +30.4% | -6.5% | +15.5% |
| 3Y | +42.1% | +116.1% | -74.0% | +15.0% |
| 5Y | +187.6% | +37.5% | +150.1% | +157.4% |
| All | +470.4% | +202.3% | +268.1% | +304.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling