-0.7%
PLD vs VRSN
+34.7%
-35.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +1.3% | +1.4% | -0.1% | +0.8% |
| 30D | -1.4% | +3.9% | -5.2% | -2.8% |
| 3M | -8.2% | +9.3% | -17.5% | -11.3% |
| 6M | -8.0% | +6.7% | -14.7% | -10.8% |
| YTD | +3.2% | +30.0% | -26.9% | -9.0% |
| 1Y | +7.0% | +26.0% | -19.0% | -4.2% |
| 3Y | +38.3% | +53.1% | -14.8% | +7.7% |
| All | -0.7% | +34.7% | -35.5% | -19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling