+1,465.5%
VTR vs PNC
+1,312.8%
+152.7%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.1% |
| 7D | -2.9% | -0.7% | -2.2% | -2.6% |
| 30D | -2.8% | -4.4% | +1.6% | -0.9% |
| 3M | +9.0% | +4.5% | +4.5% | +6.7% |
| 6M | +5.0% | +19.1% | -14.1% | -3.4% |
| YTD | +16.9% | +18.0% | -1.1% | +7.6% |
| 1Y | +34.3% | +24.1% | +10.2% | +20.4% |
| 3Y | +131.6% | +130.0% | +1.6% | +52.6% |
| 5Y | +88.0% | +50.4% | +37.6% | +46.6% |
| 10Y | +97.8% | +271.3% | -173.5% | +1.0% |
| All | +1,465.5% | +1,312.8% | +152.7% | +282.1% |
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