+358.6%
VT vs PNC
+571.3%
-212.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.1% | +0.8% | -1.0% | -0.4% |
| 30D | -3.1% | +6.5% | -9.5% | -5.1% |
| 3M | -3.5% | -7.3% | +3.8% | -1.2% |
| 6M | +0.5% | +8.5% | -8.0% | -2.5% |
| YTD | +10.8% | +14.5% | -3.7% | +5.3% |
| 1Y | +11.9% | +29.1% | -17.2% | +2.2% |
| 3Y | +73.0% | +113.7% | -40.8% | +31.9% |
| 5Y | +58.6% | +35.7% | +22.9% | +38.3% |
| 10Y | +219.2% | +203.7% | +15.5% | +105.7% |
| All | +358.6% | +571.3% | -212.7% | +120.4% |
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