+74.8%
VXUS vs PRU
+47.2%
+27.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | +1.0% | +1.9% | -0.8% | +0.5% |
| 30D | +2.2% | +2.7% | -0.5% | +1.4% |
| 3M | +3.0% | +19.5% | -16.5% | -2.5% |
| 6M | +10.7% | +26.6% | -16.0% | +2.8% |
| YTD | +17.8% | +12.3% | +5.5% | +13.2% |
| 1Y | +27.6% | +18.0% | +9.5% | +20.5% |
| All | +74.8% | +47.2% | +27.6% | +45.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling