+99.1%
V vs PRU
+36.1%
+62.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +1.2% |
| 7D | +2.2% | +2.4% | -0.2% | +1.1% |
| 30D | +13.6% | +6.1% | +7.5% | +10.6% |
| 3M | +14.3% | -0.7% | +15.0% | +14.5% |
| 6M | +33.1% | +22.1% | +11.0% | +21.6% |
| YTD | +21.2% | +9.8% | +11.5% | +15.6% |
| 1Y | +26.4% | +19.4% | +7.1% | +16.0% |
| 3Y | +77.6% | +50.4% | +27.2% | +42.3% |
| All | +99.1% | +36.1% | +62.9% | +66.7% |
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 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