+542.0%
VEEV vs PRU
+139.4%
+402.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.2% | -1.6% | -3.2% |
| 7D | -5.2% | +1.9% | -7.1% | -5.6% |
| 30D | +14.9% | -0.4% | +15.3% | +15.0% |
| 3M | +58.4% | +16.4% | +41.9% | +52.2% |
| 6M | +35.5% | +26.0% | +9.4% | +27.3% |
| YTD | +18.6% | +9.9% | +8.7% | +15.4% |
| 1Y | -6.3% | +18.8% | -25.1% | -10.9% |
| 3Y | +20.2% | +45.3% | -25.1% | +7.4% |
| 5Y | -13.8% | +45.6% | -59.4% | -23.6% |
| 10Y | +542.0% | +139.6% | +402.4% | +368.3% |
| All | +542.0% | +139.4% | +402.7% | +368.3% |
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