+1.5%
PLD vs VCIT
+3.7%
-2.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.4% | -2.5% |
| 7D | +0.4% | +0.5% | 0.0% | -0.3% |
| 30D | -0.1% | +2.1% | -2.2% | -3.4% |
| 3M | -7.9% | -1.6% | -6.4% | -5.6% |
| 6M | -7.0% | -1.6% | -5.4% | -4.6% |
| YTD | +3.1% | -1.5% | +4.6% | +5.6% |
| 1Y | +7.1% | -0.4% | +7.5% | +7.8% |
| 3Y | +32.9% | +19.6% | +13.3% | +1.7% |
| 5Y | +1.5% | +3.3% | -1.7% | -17.1% |
| All | +1.5% | +3.7% | -2.1% | -17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling