+84.5%
VTR vs PNC
+51.4%
+33.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.7% |
| 7D | -0.3% | -0.6% | +0.2% | -0.1% |
| 30D | +1.1% | -4.4% | +5.5% | +2.5% |
| 3M | +7.9% | +5.2% | +2.7% | +6.0% |
| 6M | +6.2% | +20.6% | -14.5% | -0.5% |
| YTD | +17.7% | +19.8% | -2.0% | +10.2% |
| 1Y | +32.9% | +24.4% | +8.5% | +22.4% |
| 3Y | +129.7% | +131.2% | -1.6% | +60.2% |
| All | +84.5% | +51.4% | +33.1% | +52.9% |
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