+11.6%
VTI vs PRU
+22.1%
-10.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.6% |
| 7D | -0.4% | +3.8% | -4.2% | -1.2% |
| 30D | -3.2% | +9.0% | -12.3% | -5.0% |
| 3M | -2.9% | +2.1% | -5.1% | -3.3% |
| 6M | +2.4% | +25.4% | -23.0% | -3.1% |
| YTD | +11.2% | +13.5% | -2.3% | +6.4% |
| 1Y | +11.6% | +21.3% | -9.7% | +4.5% |
| All | +11.6% | +22.1% | -10.5% | +4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling