+109.6%
VGT vs PRU
+55.2%
+54.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.4% | +0.8% | +2.3% |
| 7D | -1.6% | +3.2% | -4.8% | -2.8% |
| 30D | -12.5% | +7.9% | -20.4% | -15.2% |
| 3M | -7.7% | +1.8% | -9.5% | -8.5% |
| 6M | -0.2% | +24.1% | -24.3% | -9.5% |
| YTD | +19.3% | +12.4% | +6.9% | +12.5% |
| 1Y | +18.2% | +20.9% | -2.7% | +7.6% |
| 3Y | +109.6% | +55.5% | +54.2% | +65.1% |
| All | +109.6% | +55.2% | +54.5% | +65.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling