+15.2%
PLD vs VO
+42.6%
-27.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.5% |
| 7D | -2.4% | -0.3% | -2.1% | -2.1% |
| 30D | -2.4% | -0.3% | -2.1% | -2.1% |
| 3M | -3.8% | +2.9% | -6.7% | -6.8% |
| 6M | 0.0% | +9.3% | -9.3% | -8.9% |
| YTD | +9.2% | +14.2% | -5.0% | -5.1% |
| 1Y | +25.9% | +15.3% | +10.7% | +8.3% |
| 3Y | +21.3% | +56.2% | -34.9% | -23.4% |
| All | +15.2% | +42.6% | -27.4% | -24.9% |
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