+50.4%
PRU vs VIG
+62.5%
-12.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.3% | -2.1% |
| 7D | +2.4% | -1.8% | +4.2% | +4.9% |
| 30D | +6.1% | +2.7% | +3.4% | +2.7% |
| 3M | -0.7% | 0.0% | -0.7% | -0.5% |
| 6M | +22.1% | +6.8% | +15.3% | +12.4% |
| YTD | +9.8% | +12.1% | -2.3% | -5.1% |
| 1Y | +19.4% | +14.8% | +4.5% | -0.2% |
| 3Y | +50.4% | +62.4% | -12.1% | -15.0% |
| All | +50.4% | +62.5% | -12.2% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling