+302.3%
VZ vs PRU
+806.6%
-504.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | +0.1% | +1.9% | -1.8% | -0.3% |
| 30D | +7.9% | +2.7% | +5.2% | +7.3% |
| 3M | +13.6% | +19.5% | -5.8% | +9.5% |
| 6M | +1.1% | +26.6% | -25.5% | -3.8% |
| YTD | +29.3% | +12.3% | +17.0% | +25.8% |
| 1Y | +21.2% | +18.0% | +3.2% | +16.6% |
| 3Y | +75.9% | +47.0% | +28.9% | +59.8% |
| 5Y | +24.1% | +48.4% | -24.3% | +11.2% |
| 10Y | +62.4% | +142.4% | -80.1% | +24.3% |
| All | +302.3% | +806.6% | -504.2% | +64.8% |
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