+262.4%
VST vs PNC
+103.6%
+158.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.6% | +11.2% | +10.8% |
| 7D | -9.8% | -1.1% | -8.7% | -9.5% |
| 30D | -25.1% | +4.5% | -29.6% | -26.6% |
| 3M | -11.6% | -10.0% | -1.6% | -8.0% |
| 6M | -20.9% | +3.1% | -24.0% | -22.4% |
| YTD | -22.3% | +11.5% | -33.8% | -27.0% |
| 1Y | -32.0% | +27.3% | -59.3% | -40.2% |
| 3Y | +262.4% | +106.4% | +156.0% | +173.4% |
| All | +262.4% | +103.6% | +158.8% | +173.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling