+222.5%
VT vs PNC
+280.3%
-57.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +0.4% | +1.4% | -0.9% | -0.1% |
| 30D | +1.0% | -3.8% | +4.8% | +2.5% |
| 3M | +2.4% | +9.0% | -6.6% | -1.2% |
| 6M | +12.0% | +16.6% | -4.6% | +5.0% |
| YTD | +15.3% | +20.4% | -5.1% | +6.5% |
| 1Y | +22.6% | +22.3% | +0.2% | +12.2% |
| 3Y | +74.7% | +124.5% | -49.9% | +22.8% |
| 5Y | +66.1% | +54.1% | +12.1% | +33.7% |
| All | +222.5% | +280.3% | -57.8% | +75.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling