+725.0%
VTV vs PRU
+493.6%
+231.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.7% | +0.1% |
| 7D | +0.5% | +1.9% | -1.3% | -0.1% |
| 30D | +1.1% | +2.7% | -1.6% | +0.2% |
| 3M | +5.9% | +19.5% | -13.6% | -0.4% |
| 6M | +11.6% | +26.6% | -15.0% | +2.8% |
| YTD | +19.8% | +12.3% | +7.5% | +14.6% |
| 1Y | +26.2% | +18.0% | +8.2% | +18.6% |
| 3Y | +68.5% | +47.0% | +21.4% | +45.6% |
| 5Y | +79.9% | +48.4% | +31.4% | +53.3% |
| 10Y | +229.7% | +142.4% | +87.2% | +127.8% |
| All | +725.0% | +493.6% | +231.4% | +249.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling