+402.3%
PLD vs VEEV
+623.9%
-221.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.5% | -0.1% |
| 7D | -2.4% | -0.6% | -1.8% | -2.3% |
| 30D | -2.4% | +28.8% | -31.3% | -7.3% |
| 3M | -3.8% | +54.0% | -57.8% | -11.9% |
| 6M | 0.0% | +46.0% | -45.9% | -8.0% |
| YTD | +9.2% | +23.2% | -14.0% | +3.4% |
| 1Y | +25.9% | +1.9% | +24.0% | +23.4% |
| 3Y | +21.3% | +27.0% | -5.7% | +11.5% |
| 5Y | +14.1% | -13.4% | +27.5% | +9.4% |
| 10Y | +237.9% | +575.2% | -337.4% | +140.7% |
| All | +402.3% | +623.9% | -221.6% | +244.5% |
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