+809.8%
PRU vs VRSN
+787.1%
+22.7%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.4% |
| 7D | +3.8% | -0.9% | +4.7% | +4.1% |
| 30D | +9.0% | +2.4% | +6.6% | +8.1% |
| 3M | +2.1% | +6.4% | -4.2% | -0.2% |
| 6M | +25.4% | +8.6% | +16.9% | +20.9% |
| YTD | +13.5% | +29.3% | -15.7% | +2.1% |
| 1Y | +21.3% | +27.2% | -5.9% | +9.7% |
| 3Y | +55.1% | +52.8% | +2.3% | +29.4% |
| 5Y | +43.6% | +36.7% | +6.8% | +22.6% |
| 10Y | +99.2% | +290.8% | -191.6% | +16.0% |
| All | +809.8% | +787.1% | +22.7% | +177.3% |
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