+1,740.6%
VRT vs PRU
+80.5%
+1,660.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.1% | +4.7% |
| 7D | -21.4% | +2.4% | -23.7% | -22.6% |
| 30D | -25.8% | +6.1% | -31.9% | -28.5% |
| 3M | -33.5% | -0.7% | -32.8% | -33.8% |
| 6M | -49.0% | +22.1% | -71.1% | -54.5% |
| YTD | +12.9% | +9.8% | +3.2% | +5.8% |
| 1Y | 0.0% | +19.4% | -19.3% | -10.2% |
| 3Y | +361.8% | +50.4% | +311.4% | +267.5% |
| 5Y | +565.1% | +37.2% | +528.0% | +457.4% |
| All | +1,740.6% | +80.5% | +1,660.1% | +1,046.3% |
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