+57.8%
VT vs PNC
+35.2%
+22.6%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +1.6% |
| 7D | +0.4% | -0.2% | +0.5% | +0.5% |
| 30D | -2.6% | +6.5% | -9.1% | -4.8% |
| 3M | -3.2% | -7.6% | +4.3% | -0.5% |
| 6M | +0.9% | +8.5% | -7.6% | -2.5% |
| YTD | +11.3% | +14.5% | -3.2% | +5.0% |
| 1Y | +14.0% | +29.7% | -15.7% | +2.4% |
| 3Y | +75.8% | +115.7% | -39.8% | +26.8% |
| 5Y | +57.8% | +34.6% | +23.2% | +36.9% |
| All | +57.8% | +35.2% | +22.6% | +36.9% |
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