+267.4%
PLD vs VEU
+144.2%
+123.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.3% | +0.3% |
| 7D | +0.8% | +0.5% | +0.3% | +0.3% |
| 30D | +0.5% | -2.3% | +2.8% | +2.5% |
| 3M | -5.5% | -4.4% | -1.1% | -1.8% |
| 6M | -8.3% | -2.2% | -6.2% | -7.5% |
| YTD | +4.3% | +10.9% | -6.6% | -6.8% |
| 1Y | +7.4% | +13.4% | -5.9% | -6.1% |
| 3Y | +37.1% | +69.7% | -32.6% | -18.0% |
| 5Y | +1.3% | +50.0% | -48.6% | -32.3% |
| 10Y | +267.4% | +145.8% | +121.6% | +56.5% |
| All | +267.4% | +144.2% | +123.3% | +56.5% |
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