+37.6%
VGT vs PRU
+16.8%
+20.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.2% |
| 7D | +1.5% | -1.9% | +3.4% | +1.8% |
| 30D | +0.5% | -2.6% | +3.1% | +1.0% |
| 3M | +5.3% | +14.7% | -9.4% | +1.8% |
| 6M | +32.4% | +25.7% | +6.8% | +24.1% |
| YTD | +28.6% | +8.3% | +20.3% | +23.9% |
| 1Y | +37.6% | +17.3% | +20.3% | +30.0% |
| All | +37.6% | +16.8% | +20.8% | +30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling