+134.8%
VXUS vs PRU
+115.4%
+19.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.8% | +1.1% |
| 7D | -1.8% | +2.4% | -4.2% | -2.6% |
| 30D | -4.6% | +6.1% | -10.7% | -6.7% |
| 3M | -6.1% | -0.7% | -5.4% | -6.1% |
| 6M | -4.9% | +22.1% | -27.0% | -11.8% |
| YTD | +8.1% | +9.8% | -1.7% | +3.7% |
| 1Y | +12.1% | +19.4% | -7.3% | +4.3% |
| 3Y | +63.9% | +50.4% | +13.5% | +37.6% |
| 5Y | +43.1% | +37.2% | +6.0% | +22.6% |
| All | +134.8% | +115.4% | +19.4% | +69.9% |
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