+51.4%
PRU vs VLTO
+54.8%
-3.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.1% | -2.8% |
| 7D | +2.4% | +5.4% | -3.0% | +0.1% |
| 30D | +6.1% | +22.3% | -16.2% | -2.9% |
| 3M | -0.7% | +19.6% | -20.3% | -8.4% |
| 6M | +22.1% | +35.2% | -13.1% | +6.1% |
| YTD | +9.8% | +17.9% | -8.1% | +2.0% |
| 1Y | +19.4% | +19.5% | -0.2% | +10.0% |
| 3Y | +50.4% | +73.9% | -23.6% | +25.5% |
| All | +51.4% | +54.8% | -3.5% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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