+74.5%
VTI vs PRU
+46.4%
+28.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.0% | +1.4% |
| 7D | -2.6% | +2.4% | -5.0% | -3.5% |
| 30D | -5.0% | +6.1% | -11.1% | -7.2% |
| 3M | -4.3% | -0.7% | -3.6% | -4.2% |
| 6M | +0.6% | +22.1% | -21.5% | -7.6% |
| YTD | +8.9% | +9.8% | -0.9% | +4.1% |
| 1Y | +11.1% | +19.4% | -8.2% | +2.4% |
| 3Y | +74.5% | +50.4% | +24.1% | +43.3% |
| All | +74.5% | +46.4% | +28.1% | +43.3% |
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 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