+87.0%
VTRS vs PRU
+42.2%
+44.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | 0.0% |
| 7D | -3.5% | -1.9% | -1.6% | -2.7% |
| 30D | +2.1% | -2.6% | +4.7% | +3.1% |
| 3M | +2.6% | +14.7% | -12.1% | -3.2% |
| 6M | +17.8% | +25.7% | -7.9% | +6.8% |
| YTD | +35.7% | +8.3% | +27.4% | +30.2% |
| 1Y | +63.5% | +17.3% | +46.2% | +51.1% |
| All | +87.0% | +42.2% | +44.7% | +43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling