-0.7%
PLD vs VO
+36.2%
-37.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.3% | +3.1% | -1.8% | -1.8% |
| 30D | -1.4% | +2.2% | -3.6% | -3.6% |
| 3M | -8.2% | -2.5% | -5.7% | -5.9% |
| 6M | -8.0% | +7.0% | -15.0% | -14.5% |
| YTD | +3.2% | +14.0% | -10.8% | -10.4% |
| 1Y | +7.0% | +15.6% | -8.6% | -8.5% |
| 3Y | +38.3% | +66.2% | -27.9% | -18.4% |
| All | -0.7% | +36.2% | -37.0% | -33.0% |
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