+1,670.4%
PLD vs VIAV
+37.1%
+1,633.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +12.3% | -9.5% | +0.7% |
| 7D | +0.7% | +15.0% | -14.3% | -2.1% |
| 30D | +0.8% | -29.7% | +30.5% | +6.1% |
| 3M | -6.1% | -18.3% | +12.2% | -4.8% |
| 6M | -8.0% | -37.6% | +29.5% | -3.9% |
| YTD | +4.7% | +79.5% | -74.8% | -11.6% |
| 1Y | +7.2% | +79.6% | -72.4% | -9.7% |
| 3Y | +39.2% | +310.0% | -270.8% | -1.7% |
| 5Y | +1.9% | +105.9% | -104.0% | -19.3% |
| 10Y | +256.8% | +309.0% | -52.2% | +144.1% |
| All | +1,670.4% | +37.1% | +1,633.3% | +828.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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