+121.0%
VTR vs PRU
+99.2%
+21.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.3% |
| 7D | +0.2% | +3.6% | -3.4% | -1.6% |
| 30D | +5.5% | +8.9% | -3.4% | +0.8% |
| 3M | -0.9% | +0.2% | -1.1% | -1.3% |
| 6M | -0.4% | +23.7% | -24.1% | -11.3% |
| YTD | +17.0% | +13.7% | +3.3% | +8.0% |
| 1Y | +18.0% | +20.6% | -2.7% | +5.3% |
| 3Y | +127.4% | +56.3% | +71.0% | +68.1% |
| 5Y | +92.3% | +42.3% | +49.9% | +46.5% |
| All | +121.0% | +99.2% | +21.8% | +13.8% |
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