+710.1%
VTV vs PNC
+741.9%
-31.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.6% | -1.0% |
| 7D | -2.1% | -0.9% | -1.2% | -1.7% |
| 30D | -1.3% | -4.4% | +3.1% | +0.3% |
| 3M | +5.6% | +5.3% | +0.4% | +3.5% |
| 6M | +12.4% | +19.6% | -7.2% | +4.9% |
| YTD | +17.6% | +19.1% | -1.5% | +9.6% |
| 1Y | +23.5% | +24.3% | -0.8% | +13.1% |
| 3Y | +67.0% | +132.2% | -65.2% | +19.4% |
| 5Y | +80.5% | +52.3% | +28.2% | +48.0% |
| 10Y | +230.6% | +274.8% | -44.2% | +88.6% |
| All | +710.1% | +741.9% | -31.8% | +204.3% |
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