+608.4%
VST vs PNC
+36.8%
+571.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.7% | -1.3% |
| 7D | +6.6% | +3.1% | +3.5% | +5.4% |
| 30D | -12.4% | +7.6% | -20.0% | -14.9% |
| 3M | -9.0% | -8.1% | -0.9% | -6.2% |
| 6M | -6.4% | +12.6% | -19.0% | -11.0% |
| YTD | -17.2% | +15.0% | -32.1% | -22.4% |
| 1Y | -22.0% | +30.4% | -52.4% | -30.7% |
| 3Y | +296.7% | +116.1% | +180.5% | +190.6% |
| All | +608.4% | +36.8% | +571.6% | +500.5% |
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