-0.7%
PLD vs VO
+32.6%
-33.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | -0.8% | -2.6% | +1.8% | +1.8% |
| 30D | -0.3% | -0.9% | +0.7% | +0.6% |
| 3M | -8.0% | -3.0% | -5.0% | -5.3% |
| 6M | -9.8% | +2.2% | -12.0% | -12.1% |
| YTD | +1.8% | +10.6% | -8.8% | -8.8% |
| 1Y | +5.6% | +12.5% | -6.9% | -7.2% |
| 3Y | +33.3% | +61.4% | -28.1% | -18.9% |
| All | -0.7% | +32.6% | -33.3% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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