+16.3%
PLD vs VRSK
-10.8%
+27.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.5% | -2.5% |
| 7D | -0.7% | -5.4% | +4.7% | +1.2% |
| 30D | -2.2% | -1.8% | -0.5% | -1.8% |
| 3M | -7.4% | -2.2% | -5.1% | -7.3% |
| 6M | +1.9% | -14.9% | +16.8% | +7.3% |
| YTD | +7.9% | -20.0% | +27.9% | +16.4% |
| 1Y | +25.1% | -33.1% | +58.2% | +47.8% |
| 3Y | +21.9% | -25.6% | +47.5% | +30.4% |
| 5Y | +16.3% | -10.1% | +26.4% | +6.7% |
| All | +16.3% | -10.8% | +27.1% | +6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling