+861.7%
PLD vs VCIT
+98.3%
+763.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.4% | -0.3% | -2.0% | -2.0% |
| 30D | -2.4% | -0.8% | -1.7% | -1.6% |
| 3M | -3.8% | -1.0% | -2.8% | -2.8% |
| 6M | 0.0% | -1.8% | +1.9% | +2.1% |
| YTD | +9.2% | -0.7% | +9.9% | +10.2% |
| 1Y | +25.9% | +1.0% | +24.9% | +24.8% |
| 3Y | +21.3% | +18.8% | +2.5% | +2.5% |
| 5Y | +14.1% | +3.5% | +10.7% | +6.5% |
| 10Y | +237.9% | +29.2% | +208.6% | +186.8% |
| All | +861.7% | +98.3% | +763.5% | +1,137.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling