+53.4%
VT vs PRU
+38.4%
+15.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.3% | -0.8% | -2.7% |
| 7D | -4.2% | +4.8% | -9.0% | -6.0% |
| 30D | -5.8% | +7.9% | -13.7% | -8.8% |
| 3M | -5.2% | +3.1% | -8.3% | -6.6% |
| 6M | +0.1% | +25.2% | -25.1% | -9.3% |
| YTD | +8.2% | +12.7% | -4.5% | +2.0% |
| 1Y | +10.1% | +23.5% | -13.4% | -0.3% |
| 3Y | +69.7% | +50.6% | +19.1% | +36.1% |
| 5Y | +53.4% | +40.9% | +12.5% | +25.9% |
| All | +53.4% | +38.4% | +15.0% | +25.9% |
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