+276.2%
VZ vs PRU
+840.8%
-564.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.6% | -4.5% | +0.7% |
| 7D | +6.9% | +9.8% | -2.8% | +4.9% |
| 30D | +2.3% | +11.6% | -9.3% | -0.1% |
| 3M | 0.0% | +3.7% | -3.7% | -0.8% |
| 6M | +0.2% | +33.0% | -32.7% | -5.6% |
| YTD | +20.9% | +16.6% | +4.3% | +16.7% |
| 1Y | +25.2% | +26.9% | -1.7% | +18.7% |
| 3Y | +55.9% | +55.7% | +0.1% | +39.9% |
| 5Y | +22.6% | +44.5% | -21.9% | +10.5% |
| 10Y | +68.6% | +133.1% | -64.5% | +30.2% |
| All | +276.2% | +840.8% | -564.6% | +52.9% |
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 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