-50.0%
VTRS vs PNC
+279.5%
-329.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.5% |
| 7D | -2.2% | -0.6% | -1.6% | -1.9% |
| 30D | +3.3% | -4.4% | +7.7% | +5.5% |
| 3M | +2.0% | +5.2% | -3.2% | -0.7% |
| 6M | +19.9% | +20.6% | -0.7% | +9.2% |
| YTD | +35.7% | +19.8% | +16.0% | +23.6% |
| 1Y | +68.1% | +24.4% | +43.7% | +49.9% |
| 3Y | +87.1% | +131.2% | -44.2% | +20.4% |
| 5Y | +47.6% | +53.1% | -5.5% | +15.1% |
| All | -50.0% | +279.5% | -329.5% | -74.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling