+83.1%
VOO vs PRU
+48.6%
+34.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | 0.0% |
| 7D | +0.1% | +1.9% | -1.8% | -0.7% |
| 30D | +0.1% | +2.7% | -2.7% | -1.1% |
| 3M | +2.0% | +19.5% | -17.4% | -5.7% |
| 6M | +13.0% | +26.6% | -13.6% | +1.6% |
| YTD | +13.6% | +12.3% | +1.2% | +7.3% |
| 1Y | +20.1% | +18.0% | +2.0% | +10.6% |
| 3Y | +77.6% | +47.0% | +30.5% | +44.0% |
| All | +83.1% | +48.6% | +34.6% | +46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling