+1,179.1%
VST vs PNC
+200.7%
+978.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | +19.2% | +1.9% | +17.3% | +18.2% |
| 30D | -17.2% | +6.2% | -23.4% | -19.4% |
| 3M | -8.1% | -8.7% | +0.6% | -4.7% |
| 6M | -8.1% | +9.2% | -17.3% | -12.1% |
| YTD | -16.3% | +14.3% | -30.6% | -22.0% |
| 1Y | -24.1% | +27.7% | -51.8% | -32.8% |
| 3Y | +300.2% | +113.5% | +186.7% | +178.7% |
| 5Y | +645.9% | +36.7% | +609.2% | +518.3% |
| All | +1,179.1% | +200.7% | +978.5% | +625.6% |
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