+359.2%
VT vs PRU
+254.5%
+104.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -1.6% | +3.1% | -4.7% | -2.6% |
| 30D | -2.5% | +5.5% | -8.0% | -4.2% |
| 3M | -1.3% | -2.3% | +1.0% | -0.8% |
| 6M | +3.1% | +23.5% | -20.4% | -3.9% |
| YTD | +10.9% | +9.4% | +1.6% | +7.1% |
| 1Y | +12.1% | +19.6% | -7.5% | +5.1% |
| 3Y | +73.9% | +46.1% | +27.8% | +51.6% |
| 5Y | +58.0% | +33.0% | +24.9% | +40.5% |
| 10Y | +225.5% | +116.5% | +109.0% | +134.6% |
| All | +359.2% | +254.5% | +104.7% | +141.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling