+3.3%
VCIT vs PRU
+38.4%
-35.1%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.3% | +3.5% | +0.3% |
| 7D | +0.5% | +4.8% | -4.3% | +0.3% |
| 30D | +2.1% | +7.9% | -5.8% | +1.8% |
| 3M | -1.6% | +3.1% | -4.7% | -1.7% |
| 6M | -1.6% | +25.2% | -26.8% | -2.4% |
| YTD | -1.5% | +12.7% | -14.3% | -2.0% |
| 1Y | -0.4% | +23.5% | -23.9% | -1.2% |
| 3Y | +19.6% | +50.6% | -31.0% | +17.2% |
| 5Y | +3.3% | +40.9% | -37.6% | +1.2% |
| All | +3.3% | +38.4% | -35.1% | +1.2% |
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 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