+754.3%
VLO vs PRU
+102.7%
+651.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.9% | +3.9% |
| 7D | -0.4% | -2.8% | +2.4% | +1.6% |
| 30D | -16.6% | +8.5% | -25.1% | -21.9% |
| 3M | +12.3% | +1.7% | +10.5% | +9.7% |
| 6M | +47.8% | +24.8% | +23.1% | +24.0% |
| YTD | +126.7% | +13.3% | +113.5% | +101.0% |
| 1Y | +105.4% | +21.4% | +84.0% | +72.4% |
| 3Y | +222.0% | +54.8% | +167.2% | +118.2% |
| 5Y | +449.8% | +42.4% | +407.5% | +284.9% |
| 10Y | +754.3% | +98.4% | +655.9% | +316.6% |
| All | +754.3% | +102.7% | +651.6% | +316.6% |
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