+139.6%
PRU vs VRSN
+274.2%
-134.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.2% | -0.8% |
| 7D | +1.9% | -2.1% | +4.1% | +2.8% |
| 30D | -0.4% | -3.9% | +3.5% | +1.1% |
| 3M | +16.4% | -0.1% | +16.6% | +15.8% |
| 6M | +26.0% | +16.4% | +9.6% | +16.7% |
| YTD | +9.9% | +17.2% | -7.3% | +0.9% |
| 1Y | +18.8% | +1.0% | +17.8% | +16.2% |
| 3Y | +45.3% | +39.1% | +6.3% | +20.4% |
| 5Y | +45.6% | +29.0% | +16.6% | +21.2% |
| 10Y | +139.6% | +275.8% | -136.2% | +36.4% |
| All | +139.6% | +274.2% | -134.6% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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