+15.5%
PLD vs VGT
+133.4%
-117.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.9% | +1.8% | -2.7% | -1.7% |
| 30D | -1.2% | -0.3% | -0.9% | -1.1% |
| 3M | -2.3% | +3.4% | -5.7% | -4.5% |
| 6M | +4.5% | +35.0% | -30.5% | -11.3% |
| YTD | +10.1% | +28.8% | -18.6% | -4.6% |
| 1Y | +25.9% | +38.0% | -12.1% | +4.6% |
| 3Y | +24.4% | +125.8% | -101.4% | -25.2% |
| 5Y | +15.5% | +134.7% | -119.3% | -36.8% |
| All | +15.5% | +133.4% | -117.9% | -36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling