+455.4%
V vs PRU
+103.1%
+352.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | -0.1% |
| 7D | +0.8% | +3.8% | -3.0% | -0.9% |
| 30D | +9.9% | +9.0% | +0.9% | +5.8% |
| 3M | +17.5% | +2.1% | +15.4% | +16.3% |
| 6M | +33.5% | +25.4% | +8.1% | +20.5% |
| YTD | +21.6% | +13.5% | +8.0% | +14.1% |
| 1Y | +27.6% | +21.3% | +6.2% | +16.2% |
| 3Y | +76.4% | +55.1% | +21.3% | +41.4% |
| 5Y | +103.8% | +43.6% | +60.3% | +66.7% |
| All | +455.4% | +103.1% | +352.3% | +250.7% |
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