+290.8%
PRU vs VT
+363.9%
-73.1%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +4.9% | +3.9% |
| 7D | +9.8% | -0.3% | +10.1% | +10.3% |
| 30D | +11.6% | -1.4% | +13.0% | +14.0% |
| 3M | +3.7% | -1.4% | +5.1% | +5.7% |
| 6M | +33.0% | +5.5% | +27.5% | +20.4% |
| YTD | +16.6% | +12.8% | +3.8% | -5.9% |
| 1Y | +26.9% | +15.4% | +11.5% | -1.5% |
| 3Y | +55.7% | +76.9% | -21.2% | -40.5% |
| 5Y | +44.5% | +60.4% | -15.9% | -36.6% |
| 10Y | +133.1% | +232.8% | -99.6% | -69.3% |
| All | +290.8% | +363.9% | -73.1% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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