+827.2%
PLD vs VCIT
+96.2%
+730.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.1% |
| 7D | +4.9% | +0.4% | +4.5% | +4.4% |
| 30D | +2.6% | +2.2% | +0.4% | +0.2% |
| 3M | -4.8% | -1.8% | -2.9% | -2.9% |
| 6M | -3.9% | -1.6% | -2.3% | -2.2% |
| YTD | +5.3% | -1.7% | +7.0% | +7.4% |
| 1Y | +9.3% | -0.8% | +10.1% | +10.4% |
| 3Y | +35.8% | +19.3% | +16.5% | +14.4% |
| 5Y | +2.9% | +3.5% | -0.6% | -3.7% |
| 10Y | +253.4% | +28.6% | +224.8% | +203.3% |
| All | +827.2% | +96.2% | +730.9% | +1,106.5% |
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