+275.8%
VZ vs PRU
+809.8%
-534.0%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.2% | +0.6% |
| 7D | +5.6% | +4.8% | +0.9% | +4.6% |
| 30D | +1.9% | +7.9% | -6.0% | +0.2% |
| 3M | +0.8% | +3.1% | -2.3% | +0.1% |
| 6M | +0.6% | +25.2% | -24.6% | -4.0% |
| YTD | +20.8% | +12.7% | +8.0% | +17.3% |
| 1Y | +23.9% | +23.5% | +0.5% | +18.1% |
| 3Y | +55.7% | +50.6% | +5.1% | +40.7% |
| 5Y | +21.5% | +40.9% | -19.3% | +10.2% |
| 10Y | +68.5% | +125.5% | -57.0% | +30.9% |
| All | +275.8% | +809.8% | -534.0% | +53.8% |
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