+377.4%
VT vs PNC
+606.3%
-228.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +0.4% | +1.4% | -0.9% | 0.0% |
| 30D | +1.0% | -3.8% | +4.8% | +2.2% |
| 3M | +2.4% | +9.0% | -6.6% | -0.7% |
| 6M | +12.0% | +16.6% | -4.6% | +6.1% |
| YTD | +15.3% | +20.4% | -5.1% | +7.9% |
| 1Y | +22.6% | +22.3% | +0.2% | +13.9% |
| 3Y | +74.7% | +124.5% | -49.9% | +30.8% |
| 5Y | +66.1% | +54.1% | +12.1% | +38.9% |
| 10Y | +225.0% | +276.3% | -51.3% | +95.9% |
| All | +377.4% | +606.3% | -228.9% | +125.8% |
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