+1,216.9%
VST vs PNC
+275.3%
+941.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.4% |
| 7D | +8.9% | +1.4% | +7.5% | +8.3% |
| 30D | +6.2% | -3.8% | +10.0% | +8.0% |
| 3M | -2.7% | +9.0% | -11.7% | -6.5% |
| 6M | -8.4% | +16.6% | -25.0% | -14.6% |
| YTD | -7.2% | +20.4% | -27.6% | -15.2% |
| 1Y | -20.9% | +22.3% | -43.2% | -28.4% |
| 3Y | +384.0% | +124.5% | +259.5% | +230.7% |
| 5Y | +757.1% | +54.1% | +703.0% | +574.4% |
| All | +1,216.9% | +275.3% | +941.5% | +627.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling