+769.3%
VST vs PNC
+53.4%
+716.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.5% |
| 7D | +8.9% | +1.4% | +7.5% | +8.3% |
| 30D | +6.2% | -3.8% | +10.0% | +7.7% |
| 3M | -2.7% | +9.0% | -11.7% | -6.1% |
| 6M | -8.4% | +16.6% | -25.0% | -13.8% |
| YTD | -7.2% | +20.4% | -27.6% | -14.3% |
| 1Y | -20.9% | +22.3% | -43.2% | -27.5% |
| 3Y | +384.0% | +124.5% | +259.5% | +251.6% |
| All | +769.3% | +53.4% | +716.0% | +605.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling