+33.3%
PLD vs VSXY
+450.7%
-417.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.9% | -1.4% |
| 7D | -0.8% | +11.8% | -12.6% | -1.9% |
| 30D | -0.3% | +25.9% | -26.2% | -2.5% |
| 3M | -8.0% | +15.5% | -23.6% | -9.6% |
| 6M | -9.8% | +109.7% | -119.5% | -17.9% |
| YTD | +1.8% | +99.5% | -97.7% | -7.5% |
| 1Y | +5.6% | +197.5% | -191.9% | -9.0% |
| 3Y | +33.3% | +453.3% | -420.0% | -1.4% |
| All | +33.3% | +450.7% | -417.5% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 3y: compounded portfolio wealth divided by compounded VSXY 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…
3y analysis · Full analysis span regression · 6 months rolling