+439.2%
RVMD vs PRU
+19.0%
+420.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.2% |
| 7D | +1.0% | +1.9% | -0.8% | +0.6% |
| 30D | +6.4% | +2.7% | +3.7% | +5.8% |
| 3M | +34.9% | +19.5% | +15.4% | +29.0% |
| 6M | +107.6% | +26.6% | +80.9% | +92.6% |
| YTD | +163.7% | +12.3% | +151.3% | +146.7% |
| 1Y | +439.2% | +18.0% | +421.2% | +420.1% |
| All | +439.2% | +19.0% | +420.2% | +420.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 1y: compounded portfolio wealth divided by compounded PRU 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…
1y analysis · Full analysis span regression · 6 months rolling