-32.2%
VTRS vs PRU
+99.2%
-131.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.3% |
| 7D | +4.6% | +3.6% | +1.0% | +2.9% |
| 30D | +19.4% | +8.9% | +10.5% | +14.6% |
| 3M | +30.8% | +0.2% | +30.6% | +30.2% |
| 6M | +21.6% | +23.7% | -2.1% | +9.6% |
| YTD | +71.2% | +13.7% | +57.4% | +59.5% |
| 1Y | +97.6% | +20.6% | +77.0% | +79.0% |
| 3Y | +163.9% | +56.3% | +107.5% | +107.0% |
| 5Y | +82.1% | +42.3% | +39.8% | +48.1% |
| All | -32.2% | +99.2% | -131.4% | -46.7% |
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