+1,250.4%
VUG vs PNC
+751.0%
+499.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -0.1% | +1.4% | -1.5% | -0.5% |
| 30D | -0.3% | -3.8% | +3.5% | +0.8% |
| 3M | -0.7% | +9.0% | -9.7% | -3.4% |
| 6M | +14.6% | +16.6% | -2.0% | +9.1% |
| YTD | +9.0% | +20.4% | -11.4% | +2.6% |
| 1Y | +14.9% | +22.3% | -7.5% | +7.4% |
| 3Y | +86.0% | +124.5% | -38.5% | +43.4% |
| 5Y | +76.7% | +54.1% | +22.6% | +50.9% |
| 10Y | +411.3% | +276.3% | +135.0% | +226.3% |
| All | +1,250.4% | +751.0% | +499.4% | +506.6% |
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