+391.2%
PLD vs VTEB
+26.8%
+364.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.5% |
| 7D | +1.3% | -1.2% | +2.6% | +3.1% |
| 30D | -1.4% | +2.5% | -3.8% | -4.8% |
| 3M | -8.2% | -1.7% | -6.5% | -5.9% |
| 6M | -8.0% | -1.2% | -6.8% | -6.4% |
| YTD | +3.2% | -0.5% | +3.6% | +3.9% |
| 1Y | +7.0% | -0.1% | +7.1% | +7.2% |
| 3Y | +38.3% | +10.5% | +27.8% | +21.0% |
| 5Y | +0.2% | +2.6% | -2.4% | -4.2% |
| 10Y | +268.3% | +22.4% | +245.9% | +220.1% |
| All | +391.2% | +26.8% | +364.4% | +342.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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