+618.6%
RVMD vs PRU
+73.3%
+545.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.8% |
| 7D | -0.7% | -1.9% | +1.1% | +0.1% |
| 30D | +0.3% | -2.6% | +2.9% | +1.5% |
| 3M | +38.9% | +14.7% | +24.2% | +30.1% |
| 6M | +108.1% | +25.7% | +82.4% | +86.8% |
| YTD | +160.7% | +8.3% | +152.5% | +148.8% |
| 1Y | +407.3% | +17.3% | +390.0% | +365.7% |
| 3Y | +546.6% | +43.2% | +503.4% | +438.8% |
| 5Y | +579.8% | +43.5% | +536.3% | +463.1% |
| All | +618.6% | +73.3% | +545.4% | +394.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling