+1,232.7%
VST vs PNC
+267.8%
+964.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | 0.0% |
| 7D | +5.3% | -0.7% | +6.1% | +5.6% |
| 30D | +5.8% | -4.4% | +10.2% | +7.8% |
| 3M | +3.5% | +4.5% | -1.0% | +1.3% |
| 6M | -7.4% | +19.1% | -26.5% | -14.5% |
| YTD | -6.1% | +18.0% | -24.1% | -13.4% |
| 1Y | -21.6% | +24.1% | -45.7% | -29.5% |
| 3Y | +357.2% | +130.0% | +227.2% | +209.2% |
| 5Y | +777.0% | +50.4% | +726.6% | +597.4% |
| All | +1,232.7% | +267.8% | +964.9% | +642.6% |
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