+30.6%
PLD vs VLTO
+54.1%
-23.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | +0.4% | +12.0% | -11.6% | -3.7% |
| 30D | -0.1% | +20.8% | -20.9% | -6.9% |
| 3M | -7.9% | +20.1% | -28.1% | -14.1% |
| 6M | -7.0% | +32.6% | -39.6% | -16.7% |
| YTD | +3.1% | +17.3% | -14.3% | -3.3% |
| 1Y | +7.1% | +17.3% | -10.2% | +0.3% |
| 3Y | +32.9% | +66.9% | -34.0% | +12.7% |
| All | +30.6% | +54.1% | -23.5% | +11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling