+48.5%
PRU price history and return analytics
+66.2%
-17.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -0.9% |
| 7D | +1.9% | +0.4% | +1.4% | +1.4% |
| 30D | +2.7% | +1.0% | +1.7% | +1.7% |
| 3M | +19.5% | +2.4% | +17.1% | +16.1% |
| 6M | +26.6% | +12.0% | +14.6% | +11.8% |
| YTD | +12.3% | +15.3% | -3.0% | -3.9% |
| 1Y | +18.0% | +22.6% | -4.5% | -5.7% |
| 3Y | +47.0% | +74.7% | -27.7% | -19.4% |
| All | +48.5% | +66.2% | -17.7% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling