+1,917.9%
VRT vs PRU
+84.8%
+1,833.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.4% | +7.3% | +8.5% |
| 7D | -10.6% | +3.2% | -13.8% | -12.2% |
| 30D | -17.4% | +7.9% | -25.4% | -20.9% |
| 3M | -26.4% | +1.8% | -28.2% | -27.5% |
| 6M | -41.0% | +24.1% | -65.1% | -47.7% |
| YTD | +23.8% | +12.4% | +11.5% | +14.8% |
| 1Y | +11.6% | +20.9% | -9.3% | -0.3% |
| 3Y | +403.5% | +55.5% | +348.0% | +294.6% |
| 5Y | +647.0% | +42.7% | +604.4% | +516.1% |
| All | +1,917.9% | +84.8% | +1,833.1% | +1,143.7% |
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