+156.9%
VEA vs PRU
+107.2%
+49.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.1% |
| 7D | 0.0% | +3.8% | -3.8% | -1.4% |
| 30D | -1.4% | +9.0% | -10.4% | -4.6% |
| 3M | -4.1% | +2.1% | -6.2% | -5.1% |
| 6M | -1.3% | +25.4% | -26.7% | -9.7% |
| YTD | +12.1% | +13.5% | -1.4% | +6.0% |
| 1Y | +16.1% | +21.3% | -5.3% | +7.0% |
| 3Y | +73.0% | +55.1% | +17.9% | +42.6% |
| 5Y | +55.1% | +43.6% | +11.6% | +29.9% |
| 10Y | +156.9% | +99.2% | +57.7% | +74.5% |
| All | +156.9% | +107.2% | +49.7% | +74.5% |
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