-28.5%
VST vs PNC
+29.7%
-58.1%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +7.0% |
| 7D | -0.5% | -0.2% | -0.4% | -0.5% |
| 30D | -17.1% | +6.5% | -23.6% | -17.7% |
| 3M | -4.6% | -7.6% | +3.0% | -3.2% |
| 6M | -9.1% | +8.5% | -17.6% | -10.2% |
| YTD | -16.6% | +14.5% | -31.1% | -18.8% |
| All | -28.5% | +29.7% | -58.1% | -30.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling