+703.1%
PLD vs VGT
+2,103.8%
-1,400.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.2% | -0.4% | -0.2% |
| 7D | +0.7% | -1.6% | +2.3% | +1.8% |
| 30D | +0.8% | -12.5% | +13.3% | +13.2% |
| 3M | -6.1% | -7.7% | +1.6% | -0.2% |
| 6M | -8.0% | -0.2% | -7.8% | -11.9% |
| YTD | +4.7% | +19.3% | -14.6% | -16.9% |
| 1Y | +7.2% | +18.2% | -11.0% | -14.7% |
| 3Y | +39.2% | +109.6% | -70.4% | -43.0% |
| 5Y | +1.9% | +105.5% | -103.6% | -59.8% |
| 10Y | +256.8% | +716.4% | -459.6% | -78.7% |
| All | +703.1% | +2,103.8% | -1,400.8% | -89.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling