+73.1%
VOO vs PRU
+42.1%
+31.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.8% |
| 7D | +2.6% | +3.6% | -1.0% | +1.1% |
| 30D | -2.0% | +8.9% | -10.9% | -5.6% |
| 3M | -2.8% | +0.2% | -2.9% | -3.1% |
| 6M | +2.2% | +23.7% | -21.6% | -7.3% |
| YTD | +11.5% | +13.7% | -2.2% | +4.5% |
| 1Y | +13.5% | +20.6% | -7.1% | +3.4% |
| 3Y | +78.1% | +56.3% | +21.8% | +39.6% |
| All | +73.1% | +42.1% | +31.0% | +41.2% |
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