+24.4%
PLD vs VIVK
-100.0%
+124.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.7% | -6.8% | +0.7% |
| 7D | -0.9% | +13.1% | -13.9% | -1.1% |
| 30D | -1.2% | -29.7% | +28.5% | -0.8% |
| 3M | -2.3% | -93.0% | +90.7% | 0.0% |
| 6M | +4.5% | -98.0% | +102.5% | +7.7% |
| YTD | +10.1% | -97.8% | +107.9% | +12.3% |
| 1Y | +25.9% | -100.0% | +125.9% | +33.8% |
| 3Y | +24.4% | -100.0% | +124.4% | +23.1% |
| All | +24.4% | -100.0% | +124.4% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 3y: compounded portfolio wealth divided by compounded VIVK 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…
3y analysis · Full analysis span regression · 6 months rolling