+231.7%
PLD vs VRSN
+287.3%
-55.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.2% | -0.8% |
| 7D | -0.8% | +0.5% | -1.3% | -1.0% |
| 30D | -0.3% | +4.9% | -5.2% | -2.4% |
| 3M | -8.0% | +5.8% | -13.9% | -10.6% |
| 6M | -9.8% | +12.6% | -22.4% | -15.5% |
| YTD | +1.8% | +28.2% | -26.5% | -11.4% |
| 1Y | +5.6% | +30.4% | -24.8% | -9.0% |
| 3Y | +33.3% | +54.6% | -21.3% | +2.1% |
| 5Y | +0.3% | +35.1% | -34.8% | -19.1% |
| All | +231.7% | +287.3% | -55.6% | +95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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