+75.8%
VT vs PRU
+47.2%
+28.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +0.9% | +0.3% |
| 7D | +0.4% | +1.9% | -1.4% | -0.2% |
| 30D | +1.0% | +2.7% | -1.7% | 0.0% |
| 3M | +2.4% | +19.5% | -17.1% | -4.1% |
| 6M | +12.0% | +26.6% | -14.6% | +2.5% |
| YTD | +15.3% | +12.3% | +3.0% | +10.0% |
| 1Y | +22.6% | +18.0% | +4.5% | +14.5% |
| All | +75.8% | +47.2% | +28.6% | +45.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling