+57.9%
VT vs PNC
+35.5%
+22.4%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +2.9% | +1.9% | +1.0% | +2.2% |
| 30D | -2.5% | +6.2% | -8.7% | -4.6% |
| 3M | -3.3% | -8.7% | +5.4% | -0.1% |
| 6M | +1.5% | +9.2% | -7.7% | -2.1% |
| YTD | +11.4% | +14.3% | -3.0% | +5.1% |
| 1Y | +11.9% | +27.7% | -15.8% | +1.2% |
| 3Y | +73.9% | +113.5% | -39.6% | +25.9% |
| 5Y | +57.9% | +36.7% | +21.2% | +36.0% |
| All | +57.9% | +35.5% | +22.4% | +36.0% |
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