+106.1%
PRU vs VO
+206.8%
-100.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.7% | -0.4% | -1.0% |
| 7D | +3.2% | -0.1% | +3.3% | +3.4% |
| 30D | +7.9% | +0.5% | +7.4% | +7.3% |
| 3M | +1.8% | -1.0% | +2.8% | +3.1% |
| 6M | +24.1% | +6.4% | +17.7% | +14.6% |
| YTD | +12.4% | +13.6% | -1.2% | -4.6% |
| 1Y | +20.9% | +14.5% | +6.4% | +1.6% |
| 3Y | +55.5% | +67.2% | -11.8% | -19.2% |
| 5Y | +42.7% | +36.1% | +6.6% | -3.9% |
| 10Y | +106.1% | +199.3% | -93.2% | -48.5% |
| All | +106.1% | +206.8% | -100.7% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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