+65.5%
VZ vs PRU
+115.4%
-49.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.5% | +0.3% |
| 7D | +2.2% | +3.2% | -0.9% | +1.5% |
| 30D | +10.6% | +7.9% | +2.7% | +8.8% |
| 3M | -0.6% | +1.8% | -2.4% | -1.1% |
| 6M | +0.7% | +24.1% | -23.4% | -3.7% |
| YTD | +20.6% | +12.4% | +8.2% | +17.3% |
| 1Y | +22.7% | +20.9% | +1.8% | +17.5% |
| 3Y | +57.2% | +55.5% | +1.8% | +40.8% |
| 5Y | +21.4% | +42.7% | -21.3% | +9.5% |
| 10Y | +65.5% | +106.1% | -40.7% | +46.8% |
| All | +65.5% | +115.4% | -49.9% | +46.8% |
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 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