+25.5%
VZ vs PNC
+53.4%
-27.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +0.1% | +1.4% | -1.3% | -0.2% |
| 30D | +7.9% | -3.8% | +11.7% | +8.6% |
| 3M | +13.6% | +9.0% | +4.6% | +11.9% |
| 6M | +1.1% | +16.6% | -15.5% | -1.7% |
| YTD | +29.3% | +20.4% | +8.9% | +24.5% |
| 1Y | +21.2% | +22.3% | -1.1% | +16.3% |
| 3Y | +75.9% | +124.5% | -48.6% | +45.7% |
| All | +25.5% | +53.4% | -27.9% | +11.4% |
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