+800.4%
PRU vs VRSN
+732.8%
+67.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.8% |
| 7D | +1.9% | +0.1% | +1.8% | +1.9% |
| 30D | +2.7% | -0.2% | +2.9% | +2.7% |
| 3M | +19.5% | -0.3% | +19.8% | +19.0% |
| 6M | +26.6% | +23.0% | +3.7% | +16.5% |
| YTD | +12.3% | +21.3% | -9.0% | +3.4% |
| 1Y | +18.0% | +6.7% | +11.3% | +13.5% |
| 3Y | +47.0% | +45.0% | +2.1% | +25.0% |
| 5Y | +48.4% | +35.0% | +13.4% | +27.1% |
| 10Y | +142.4% | +276.3% | -133.9% | +42.9% |
| All | +800.4% | +732.8% | +67.5% | +180.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling