+700.3%
PLD vs VGT
+2,075.1%
-1,374.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.9% |
| 7D | +0.8% | -4.1% | +4.9% | +4.4% |
| 30D | +0.5% | -13.6% | +14.1% | +14.2% |
| 3M | -5.5% | -8.0% | +2.5% | +0.7% |
| 6M | -8.3% | -1.5% | -6.9% | -11.1% |
| YTD | +4.3% | +17.7% | -13.4% | -16.2% |
| 1Y | +7.4% | +13.8% | -6.4% | -11.2% |
| 3Y | +37.1% | +101.6% | -64.5% | -41.6% |
| 5Y | +1.3% | +106.7% | -105.4% | -60.4% |
| 10Y | +267.4% | +717.0% | -449.6% | -78.3% |
| All | +700.3% | +2,075.1% | -1,374.8% | -89.6% |
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