+1,013.8%
VTI vs PRU
+806.8%
+207.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.4% | +0.1% | +1.7% |
| 7D | +0.2% | +3.2% | -2.9% | -0.8% |
| 30D | -2.9% | +7.9% | -10.8% | -5.3% |
| 3M | -2.6% | +1.8% | -4.4% | -3.3% |
| 6M | +2.8% | +24.1% | -21.4% | -4.5% |
| YTD | +11.6% | +12.4% | -0.8% | +6.7% |
| 1Y | +13.6% | +20.9% | -7.3% | +6.1% |
| 3Y | +79.9% | +55.5% | +24.4% | +53.8% |
| 5Y | +64.3% | +42.7% | +21.6% | +43.3% |
| 10Y | +291.9% | +106.1% | +185.7% | +187.7% |
| All | +1,013.8% | +806.8% | +207.0% | +261.1% |
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