+54.4%
PRU vs VLTO
+68.7%
-14.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -3.1% |
| 7D | +4.8% | +12.0% | -7.2% | -0.6% |
| 30D | +7.9% | +20.8% | -13.0% | -1.2% |
| 3M | +3.1% | +20.1% | -17.0% | -5.4% |
| 6M | +25.2% | +32.6% | -7.4% | +9.1% |
| YTD | +12.7% | +17.3% | -4.6% | +4.8% |
| 1Y | +23.5% | +17.3% | +6.2% | +14.5% |
| All | +54.4% | +68.7% | -14.3% | +31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling