+796.1%
PLD vs VCLT
+102.2%
+693.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | -0.8% | +0.3% | -1.1% | -0.9% |
| 30D | -0.3% | +3.7% | -3.9% | -1.9% |
| 3M | -8.0% | -1.0% | -7.1% | -7.6% |
| 6M | -9.8% | -3.4% | -6.4% | -8.4% |
| YTD | +1.8% | -2.6% | +4.4% | +3.0% |
| 1Y | +5.6% | -3.3% | +8.9% | +7.2% |
| 3Y | +33.3% | +17.3% | +15.9% | +25.3% |
| 5Y | +0.3% | -17.0% | +17.3% | +3.9% |
| 10Y | +241.6% | +18.1% | +223.5% | +244.6% |
| All | +796.1% | +102.2% | +693.9% | +1,205.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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