+80.3%
VTV vs PRU
+45.5%
+34.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | +0.1% |
| 7D | +0.3% | +1.9% | -1.6% | -0.5% |
| 30D | +0.1% | -0.4% | +0.6% | +0.3% |
| 3M | +6.2% | +16.4% | -10.2% | -0.4% |
| 6M | +13.5% | +26.0% | -12.6% | +2.7% |
| YTD | +18.9% | +9.9% | +8.9% | +13.5% |
| 1Y | +25.8% | +18.8% | +7.0% | +16.0% |
| 3Y | +68.7% | +45.3% | +23.4% | +39.3% |
| 5Y | +80.3% | +45.6% | +34.8% | +46.1% |
| All | +80.3% | +45.5% | +34.8% | +46.1% |
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