+45.6%
PRU vs VRSN
+30.0%
+15.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.2% | -1.1% |
| 7D | +1.9% | -2.1% | +4.1% | +2.6% |
| 30D | -0.4% | -3.9% | +3.5% | +0.7% |
| 3M | +16.4% | -0.1% | +16.6% | +16.1% |
| 6M | +26.0% | +16.4% | +9.6% | +19.2% |
| YTD | +9.9% | +17.2% | -7.3% | +3.4% |
| 1Y | +18.8% | +1.0% | +17.8% | +17.4% |
| 3Y | +45.3% | +39.1% | +6.3% | +25.9% |
| 5Y | +45.6% | +29.0% | +16.6% | +26.8% |
| All | +45.6% | +30.0% | +15.6% | +26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling