+34.3%
VTR vs PRU
+16.8%
+17.5%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.3% |
| 7D | -2.9% | -1.9% | -1.0% | -2.6% |
| 30D | -2.8% | -2.6% | -0.2% | -2.4% |
| 3M | +9.0% | +14.7% | -5.7% | +6.5% |
| 6M | +5.0% | +25.7% | -20.7% | +1.8% |
| YTD | +16.9% | +8.3% | +8.7% | +13.4% |
| 1Y | +34.3% | +17.3% | +17.0% | +27.6% |
| All | +34.3% | +16.8% | +17.5% | +27.6% |
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