+738.2%
PLD vs VO
+827.2%
-89.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.4% |
| 7D | -2.4% | -0.3% | -2.1% | -2.1% |
| 30D | -2.4% | -0.3% | -2.1% | -2.0% |
| 3M | -3.8% | +2.9% | -6.7% | -7.9% |
| 6M | 0.0% | +9.3% | -9.3% | -11.8% |
| YTD | +9.2% | +14.2% | -5.0% | -9.6% |
| 1Y | +25.9% | +15.3% | +10.7% | +2.7% |
| 3Y | +21.3% | +56.2% | -34.9% | -35.0% |
| 5Y | +14.1% | +42.4% | -28.3% | -32.1% |
| 10Y | +237.9% | +194.7% | +43.1% | -38.0% |
| All | +738.2% | +827.2% | -89.1% | -71.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling