+163.9%
VTRS vs PRU
+56.8%
+107.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.4% |
| 7D | +4.6% | +3.6% | +1.0% | +3.2% |
| 30D | +19.4% | +8.9% | +10.5% | +15.3% |
| 3M | +30.8% | +0.2% | +30.6% | +30.3% |
| 6M | +21.6% | +23.7% | -2.1% | +11.2% |
| YTD | +71.2% | +13.7% | +57.4% | +60.9% |
| 1Y | +97.6% | +20.6% | +77.0% | +81.0% |
| 3Y | +163.9% | +56.3% | +107.5% | +87.8% |
| All | +163.9% | +56.8% | +107.1% | +87.8% |
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 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