+510.2%
RVMD vs PRU
+80.4%
+429.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.2% |
| 7D | -0.7% | 0.0% | -0.7% | -0.8% |
| 30D | -6.4% | +7.9% | -14.4% | -9.7% |
| 3M | -14.1% | +0.9% | -15.0% | -14.6% |
| 6M | +21.0% | +22.4% | -1.3% | +9.8% |
| YTD | +121.4% | +12.7% | +108.7% | +107.2% |
| 1Y | +167.9% | +19.6% | +148.3% | +143.7% |
| 3Y | +794.7% | +54.0% | +740.7% | +617.2% |
| 5Y | +437.2% | +41.0% | +396.1% | +347.2% |
| All | +510.2% | +80.4% | +429.8% | +311.5% |
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