+77.4%
VTI vs PRU
+46.6%
+30.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | +0.3% |
| 7D | +0.6% | +1.9% | -1.3% | -0.1% |
| 30D | -1.1% | -0.4% | -0.7% | -1.0% |
| 3M | +3.9% | +16.4% | -12.5% | -2.5% |
| 6M | +14.6% | +26.0% | -11.4% | +3.9% |
| YTD | +13.3% | +9.9% | +3.4% | +8.4% |
| 1Y | +19.2% | +18.8% | +0.4% | +10.0% |
| 3Y | +77.4% | +45.3% | +32.0% | +47.0% |
| All | +77.4% | +46.6% | +30.8% | +47.0% |
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