+243.5%
PLD vs VRSK
+126.1%
+117.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | -1.2% | -5.2% | +4.0% | +1.3% |
| 30D | -3.5% | -2.3% | -1.2% | -2.8% |
| 3M | -7.1% | -2.9% | -4.2% | -6.8% |
| 6M | +2.6% | -12.8% | +15.4% | +7.6% |
| YTD | +8.0% | -20.8% | +28.8% | +18.1% |
| 1Y | +22.1% | -33.2% | +55.3% | +46.8% |
| 3Y | +22.3% | -26.6% | +48.9% | +34.3% |
| 5Y | +17.3% | -11.3% | +28.7% | +11.8% |
| All | +243.5% | +126.1% | +117.4% | +104.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 10y: compounded portfolio wealth divided by compounded VRSK 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…
10y analysis · Full analysis span regression · 6 months rolling