+333.4%
PLD vs VEU
+176.1%
+157.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | 0.0% | -0.6% |
| 7D | +0.7% | +0.8% | -0.1% | -0.3% |
| 30D | +0.8% | -1.6% | +2.4% | +2.7% |
| 3M | -6.1% | -4.2% | -1.9% | -1.5% |
| 6M | -8.0% | -1.5% | -6.5% | -7.9% |
| YTD | +4.7% | +11.7% | -7.0% | -11.0% |
| 1Y | +7.2% | +15.6% | -8.4% | -12.8% |
| 3Y | +39.2% | +71.7% | -32.5% | -31.1% |
| 5Y | +1.9% | +49.5% | -47.6% | -40.6% |
| 10Y | +256.8% | +145.6% | +111.1% | +3.5% |
| All | +333.4% | +176.1% | +157.3% | -12.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling