+249.9%
PLD vs VEU
+150.1%
+99.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -1.3% |
| 7D | -0.7% | +0.3% | -1.0% | -0.9% |
| 30D | -2.2% | +0.7% | -2.9% | -2.8% |
| 3M | -7.4% | +4.7% | -12.1% | -11.7% |
| 6M | +1.9% | +11.6% | -9.7% | -8.9% |
| YTD | +7.9% | +16.8% | -8.9% | -7.8% |
| 1Y | +25.1% | +24.9% | +0.2% | +0.3% |
| 3Y | +21.9% | +75.7% | -53.9% | -29.1% |
| 5Y | +16.3% | +56.1% | -39.8% | -25.0% |
| 10Y | +249.9% | +153.6% | +96.3% | +37.0% |
| All | +249.9% | +150.1% | +99.8% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling