+35.5%
PLD vs VT
+73.6%
-38.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.5% |
| 7D | +2.1% | -1.6% | +3.7% | +3.5% |
| 30D | +0.1% | -2.5% | +2.6% | +2.3% |
| 3M | -9.7% | -1.3% | -8.4% | -8.9% |
| 6M | -7.3% | +3.1% | -10.4% | -10.7% |
| YTD | +3.5% | +10.9% | -7.5% | -7.6% |
| 1Y | +7.2% | +12.1% | -4.9% | -5.4% |
| All | +35.5% | +73.6% | -38.1% | -37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling