+231.7%
PLD vs VCIT
+28.8%
+202.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | -0.8% | +0.1% | -0.9% | -1.0% |
| 30D | -0.3% | +1.9% | -2.2% | -3.1% |
| 3M | -8.0% | -1.4% | -6.6% | -6.1% |
| 6M | -9.8% | -2.1% | -7.7% | -7.0% |
| YTD | +1.8% | -1.6% | +3.4% | +4.3% |
| 1Y | +5.6% | -0.9% | +6.5% | +7.1% |
| 3Y | +33.3% | +20.0% | +13.3% | +3.5% |
| 5Y | +0.3% | +3.1% | -2.9% | -5.7% |
| All | +231.7% | +28.8% | +202.9% | +153.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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