+46.4%
VTRS vs PRU
+44.9%
+1.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.5% |
| 7D | -2.2% | -2.3% | +0.1% | -1.0% |
| 30D | +3.3% | -1.7% | +5.0% | +4.1% |
| 3M | +2.0% | +13.2% | -11.3% | -4.6% |
| 6M | +19.9% | +28.8% | -8.8% | +4.8% |
| YTD | +35.7% | +9.8% | +26.0% | +28.1% |
| 1Y | +68.1% | +17.4% | +50.7% | +52.7% |
| 3Y | +87.1% | +44.9% | +42.2% | +44.3% |
| All | +46.4% | +44.9% | +1.5% | +13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling