+5.6%
PLD vs VLTO
+18.3%
-12.7%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -0.8% | +5.4% | -6.2% | -1.3% |
| 30D | -0.3% | +22.3% | -22.6% | -2.0% |
| 3M | -8.0% | +19.6% | -27.6% | -9.5% |
| 6M | -9.8% | +35.2% | -45.0% | -12.1% |
| YTD | +1.8% | +17.9% | -16.1% | -0.4% |
| 1Y | +5.6% | +19.5% | -13.9% | +3.4% |
| All | +5.6% | +18.3% | -12.7% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling