+98.9%
PRU vs VEU
+147.4%
-48.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.8% |
| 7D | +3.8% | +0.5% | +3.3% | +3.2% |
| 30D | +9.0% | -2.3% | +11.3% | +12.0% |
| 3M | +2.1% | -4.4% | +6.5% | +7.4% |
| 6M | +25.4% | -2.2% | +27.6% | +26.7% |
| YTD | +13.5% | +10.9% | +2.6% | -3.6% |
| 1Y | +21.3% | +13.4% | +8.0% | +0.1% |
| 3Y | +55.1% | +69.7% | -14.6% | -26.6% |
| 5Y | +43.6% | +50.0% | -6.4% | -19.1% |
| All | +98.9% | +147.4% | -48.5% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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