+20.0%
PRU vs VIK
+236.8%
-216.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.6% | -4.8% | -3.0% |
| 7D | +1.9% | +3.6% | -1.7% | +0.8% |
| 30D | -0.4% | -16.7% | +16.3% | +4.9% |
| 3M | +16.4% | -1.1% | +17.5% | +15.9% |
| 6M | +26.0% | +27.8% | -1.8% | +14.2% |
| YTD | +9.9% | +23.3% | -13.4% | +0.4% |
| 1Y | +18.8% | +38.2% | -19.4% | +3.8% |
| All | +20.0% | +236.8% | -216.8% | -14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling