+231.8%
VTV vs PRU
+102.7%
+129.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | -0.4% | -2.8% | +2.4% | +0.8% |
| 30D | +3.9% | +8.5% | -4.6% | +0.1% |
| 3M | +2.6% | +1.7% | +0.8% | +1.5% |
| 6M | +11.5% | +24.8% | -13.2% | +0.8% |
| YTD | +22.3% | +13.3% | +9.0% | +14.6% |
| 1Y | +24.5% | +21.4% | +3.1% | +13.1% |
| 3Y | +78.8% | +54.8% | +24.0% | +43.0% |
| 5Y | +78.6% | +42.4% | +36.3% | +45.7% |
| 10Y | +231.8% | +98.4% | +133.4% | +113.2% |
| All | +231.8% | +102.7% | +129.1% | +113.2% |
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