+105.8%
V vs PRU
+41.9%
+63.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | -0.4% | 0.0% | -0.3% | -0.4% |
| 30D | +6.3% | +7.9% | -1.6% | +2.7% |
| 3M | +17.2% | +0.9% | +16.3% | +16.5% |
| 6M | +29.2% | +22.4% | +6.9% | +18.0% |
| YTD | +20.8% | +12.7% | +8.1% | +13.8% |
| 1Y | +25.0% | +19.6% | +5.4% | +14.6% |
| 3Y | +75.3% | +54.0% | +21.3% | +39.1% |
| 5Y | +105.8% | +41.0% | +64.8% | +70.4% |
| All | +105.8% | +41.9% | +63.9% | +70.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling