+905.2%
VRT vs PRU
+48.6%
+856.7%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.0% | +5.3% | +5.0% |
| 7D | +9.1% | +1.9% | +7.3% | +7.6% |
| 30D | +0.9% | +2.7% | -1.8% | -1.1% |
| 3M | -13.4% | +19.5% | -32.8% | -25.0% |
| 6M | +11.7% | +26.6% | -15.0% | -8.0% |
| YTD | +73.2% | +12.3% | +60.9% | +55.8% |
| 1Y | +123.4% | +18.0% | +105.4% | +91.8% |
| 3Y | +606.2% | +47.0% | +559.1% | +381.2% |
| All | +905.2% | +48.6% | +856.7% | +602.6% |
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