+231.7%
PLD vs VT
+215.5%
+16.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.5% |
| 7D | -0.8% | -2.3% | +1.5% | +1.4% |
| 30D | -0.3% | -5.0% | +4.7% | +4.7% |
| 3M | -8.0% | -4.9% | -3.2% | -3.6% |
| 6M | -9.8% | -1.5% | -8.3% | -9.2% |
| YTD | +1.8% | +8.5% | -6.7% | -7.3% |
| 1Y | +5.6% | +11.4% | -5.8% | -6.5% |
| 3Y | +33.3% | +70.1% | -36.8% | -23.3% |
| 5Y | +0.3% | +53.7% | -53.4% | -36.2% |
| All | +231.7% | +215.5% | +16.1% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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