+314.2%
VOO vs PRU
+139.4%
+174.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | +0.3% |
| 7D | +0.5% | +1.9% | -1.4% | -0.3% |
| 30D | -0.9% | -0.4% | -0.5% | -0.8% |
| 3M | +3.9% | +16.4% | -12.5% | -2.6% |
| 6M | +14.5% | +26.0% | -11.5% | +3.7% |
| YTD | +13.0% | +9.9% | +3.0% | +7.9% |
| 1Y | +19.4% | +18.8% | +0.7% | +10.2% |
| 3Y | +78.9% | +45.3% | +33.5% | +49.6% |
| 5Y | +82.3% | +45.6% | +36.7% | +50.4% |
| 10Y | +314.2% | +139.6% | +174.6% | +161.3% |
| All | +314.2% | +139.4% | +174.8% | +161.3% |
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