-12.5%
VG vs PRU
+32.7%
-45.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +6.6% | -14.3% | -3.7% |
| 7D | -16.4% | +9.8% | -26.1% | -11.4% |
| 30D | -10.8% | +11.6% | -22.4% | -5.1% |
| 3M | -6.3% | +3.7% | -10.0% | -2.2% |
| 6M | -12.5% | +33.0% | -45.5% | -1.2% |
| All | -12.5% | +32.7% | -45.2% | -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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling