+97.7%
PRU vs VSAT
-16.2%
+114.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.9% | +5.9% | +1.7% |
| 7D | +3.6% | +5.9% | -2.3% | +2.4% |
| 30D | +8.9% | +9.7% | -0.8% | +6.1% |
| 3M | +0.2% | -18.3% | +18.5% | +2.1% |
| 6M | +23.7% | -4.1% | +27.8% | +19.8% |
| YTD | +13.7% | +96.5% | -82.8% | -5.4% |
| 1Y | +20.6% | +89.3% | -68.6% | +0.3% |
| 3Y | +56.3% | +270.1% | -213.7% | -4.1% |
| 5Y | +42.3% | +26.4% | +16.0% | +9.4% |
| All | +97.7% | -16.2% | +114.0% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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