+20.2%
PRU vs VLTO
+21.7%
-1.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.4% |
| 7D | -2.8% | +1.5% | -4.3% | -3.3% |
| 30D | +8.5% | +20.9% | -12.4% | +2.6% |
| 3M | +1.7% | +21.4% | -19.6% | -3.9% |
| 6M | +24.8% | +37.6% | -12.8% | +13.2% |
| YTD | +13.3% | +19.5% | -6.3% | +10.2% |
| All | +20.2% | +21.7% | -1.5% | +16.3% |
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