+65.6%
VTRS vs PRU
+18.5%
+47.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.0% |
| 7D | -3.3% | -3.8% | +0.5% | -2.2% |
| 30D | +1.4% | -2.0% | +3.4% | +1.9% |
| 3M | +4.6% | +14.0% | -9.3% | +0.5% |
| 6M | +18.1% | +27.2% | -9.2% | +9.9% |
| YTD | +34.7% | +9.1% | +25.6% | +28.0% |
| 1Y | +65.6% | +18.1% | +47.6% | +53.7% |
| All | +65.6% | +18.5% | +47.2% | +53.7% |
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 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