+1,747.8%
PLD vs VSH
+353.4%
+1,394.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.4% | -5.2% | -1.9% |
| 7D | -2.4% | +4.1% | -6.4% | -3.5% |
| 30D | -2.4% | -4.2% | +1.7% | -1.8% |
| 3M | -3.8% | -50.0% | +46.2% | +11.7% |
| 6M | 0.0% | +80.2% | -80.2% | -20.3% |
| YTD | +9.2% | +121.1% | -111.9% | -18.4% |
| 1Y | +25.9% | +112.0% | -86.1% | -5.6% |
| 3Y | +21.3% | +22.5% | -1.2% | +2.0% |
| 5Y | +14.1% | +64.0% | -49.9% | -13.0% |
| 10Y | +237.9% | +170.4% | +67.5% | +110.9% |
| All | +1,747.8% | +353.4% | +1,394.4% | +654.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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