+717.4%
VEEV vs PRU
+156.0%
+561.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.6% | -1.3% |
| 7D | -2.9% | +2.4% | -5.3% | -3.7% |
| 30D | +7.5% | +6.1% | +1.4% | +5.5% |
| 3M | +39.5% | -0.7% | +40.2% | +39.6% |
| 6M | +81.5% | +22.1% | +59.4% | +70.6% |
| YTD | +36.1% | +9.8% | +26.3% | +31.7% |
| 1Y | +4.3% | +19.4% | -15.1% | -1.6% |
| 3Y | +54.8% | +50.4% | +4.5% | +34.4% |
| 5Y | -4.7% | +37.2% | -41.9% | -16.0% |
| 10Y | +709.1% | +119.5% | +589.6% | +448.2% |
| All | +717.4% | +156.0% | +561.3% | +356.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling