+17.3%
PRU vs VIK
+33.4%
-16.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -0.7% |
| 7D | -1.9% | -0.8% | -1.1% | -1.7% |
| 30D | -2.6% | -18.0% | +15.5% | +1.6% |
| 3M | +14.7% | -5.8% | +20.5% | +15.4% |
| 6M | +25.7% | +17.2% | +8.5% | +18.8% |
| YTD | +8.3% | +19.1% | -10.9% | +1.3% |
| 1Y | +17.3% | +33.6% | -16.3% | +4.1% |
| All | +17.3% | +33.4% | -16.1% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 1y: compounded portfolio wealth divided by compounded VIK 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…
1y analysis · Full analysis span regression · 6 months rolling