+19.6%
PRU vs VLTO
+20.4%
-0.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.2% |
| 7D | 0.0% | +0.8% | -0.8% | -0.3% |
| 30D | +7.9% | +18.7% | -10.8% | +2.6% |
| 3M | +0.9% | +21.7% | -20.8% | -4.8% |
| 6M | +22.4% | +35.8% | -13.5% | +11.4% |
| YTD | +12.7% | +18.3% | -5.6% | +10.0% |
| 1Y | +19.6% | +20.9% | -1.3% | +16.1% |
| All | +19.6% | +20.4% | -0.8% | +16.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling