-9.5%
LVS vs PRU
+99.2%
-108.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.2% |
| 7D | -0.8% | +3.6% | -4.4% | -2.8% |
| 30D | +10.0% | +8.9% | +1.1% | +4.8% |
| 3M | -11.0% | +0.2% | -11.2% | -11.3% |
| 6M | -20.1% | +23.7% | -43.9% | -29.6% |
| YTD | -36.3% | +13.7% | -50.1% | -41.7% |
| 1Y | -36.8% | +20.6% | -57.5% | -44.1% |
| 3Y | -9.5% | +56.3% | -65.9% | -32.6% |
| 5Y | +9.3% | +42.3% | -33.0% | -14.8% |
| All | -9.5% | +99.2% | -108.7% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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