+381.3%
PLD vs VEEV
+706.3%
-325.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.9% | +2.7% |
| 7D | +0.7% | -0.2% | +0.9% | +0.7% |
| 30D | +0.8% | +3.5% | -2.6% | +0.1% |
| 3M | -6.1% | +32.9% | -39.1% | -11.4% |
| 6M | -8.0% | +84.2% | -92.2% | -19.0% |
| YTD | +4.7% | +37.3% | -32.6% | -3.1% |
| 1Y | +7.2% | +3.9% | +3.3% | +4.8% |
| 3Y | +39.2% | +83.9% | -44.7% | +18.9% |
| 5Y | +1.9% | -4.3% | +6.2% | -4.3% |
| 10Y | +256.8% | +669.1% | -412.3% | +148.1% |
| All | +381.3% | +706.3% | -325.0% | +222.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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