+24.4%
PLD vs VGT
+126.0%
-101.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.9% | +1.8% | -2.7% | -1.4% |
| 30D | -1.2% | -0.3% | -0.9% | -1.1% |
| 3M | -2.3% | +3.4% | -5.7% | -3.8% |
| 6M | +4.5% | +35.0% | -30.5% | -7.7% |
| YTD | +10.1% | +28.8% | -18.6% | -1.2% |
| 1Y | +25.9% | +38.0% | -12.1% | +9.1% |
| 3Y | +24.4% | +125.8% | -101.4% | -24.9% |
| All | +24.4% | +126.0% | -101.6% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 3y: compounded portfolio wealth divided by compounded VGT 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…
3y analysis · Full analysis span regression · 6 months rolling