+124.0%
VRSK vs PRU
+140.2%
-16.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | -5.2% | -2.3% | -2.9% | -4.5% |
| 30D | -2.3% | -1.7% | -0.6% | -1.9% |
| 3M | -2.9% | +13.2% | -16.2% | -6.3% |
| 6M | -12.8% | +28.8% | -41.6% | -19.1% |
| YTD | -20.8% | +9.8% | -30.6% | -23.2% |
| 1Y | -33.2% | +17.4% | -50.6% | -36.5% |
| 3Y | -26.6% | +44.9% | -71.5% | -35.4% |
| 5Y | -11.3% | +46.6% | -58.0% | -23.4% |
| All | +124.0% | +140.2% | -16.3% | +55.3% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling