+289.1%
VTI vs PRU
+107.2%
+181.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.8% |
| 7D | -0.4% | +3.8% | -4.2% | -2.0% |
| 30D | -3.2% | +9.0% | -12.3% | -6.8% |
| 3M | -2.9% | +2.1% | -5.1% | -4.0% |
| 6M | +2.4% | +25.4% | -23.0% | -7.4% |
| YTD | +11.2% | +13.5% | -2.3% | +4.4% |
| 1Y | +11.6% | +21.3% | -9.7% | +1.8% |
| 3Y | +76.6% | +55.1% | +21.5% | +43.0% |
| 5Y | +65.3% | +43.6% | +21.7% | +36.6% |
| 10Y | +289.1% | +99.2% | +189.8% | +159.3% |
| All | +289.1% | +107.2% | +181.9% | +159.3% |
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