+738.2%
PLD vs VGT
+2,283.9%
-1,545.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.1% | -1.0% |
| 7D | -2.4% | +1.0% | -3.4% | -3.3% |
| 30D | -2.4% | +1.3% | -3.7% | -3.9% |
| 3M | -3.8% | -1.1% | -2.6% | -5.2% |
| 6M | 0.0% | +32.6% | -32.6% | -26.7% |
| YTD | +9.2% | +29.0% | -19.8% | -18.5% |
| 1Y | +25.9% | +39.7% | -13.8% | -14.2% |
| 3Y | +21.3% | +120.9% | -99.6% | -52.1% |
| 5Y | +14.1% | +133.6% | -119.4% | -60.2% |
| 10Y | +237.9% | +792.6% | -554.7% | -81.3% |
| All | +738.2% | +2,283.9% | -1,545.7% | -89.9% |
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 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