+326.7%
PRU vs VOO
+798.5%
-471.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | 0.0% | -0.8% |
| 7D | +3.2% | +0.1% | +3.1% | +3.0% |
| 30D | +7.9% | -3.3% | +11.2% | +12.7% |
| 3M | +1.8% | -2.4% | +4.2% | +4.9% |
| 6M | +24.1% | +2.6% | +21.5% | +18.9% |
| YTD | +12.4% | +11.3% | +1.1% | -3.8% |
| 1Y | +20.9% | +13.4% | +7.5% | +0.7% |
| 3Y | +55.5% | +80.3% | -24.8% | -32.8% |
| 5Y | +42.7% | +72.7% | -30.0% | -35.6% |
| 10Y | +106.1% | +310.0% | -203.9% | -73.9% |
| All | +326.7% | +798.5% | -471.8% | -84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling