+1,747.8%
PLD vs VTR
+2,584.7%
-836.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | +0.3% |
| 7D | -2.4% | -1.7% | -0.7% | -1.6% |
| 30D | -2.4% | -2.4% | 0.0% | -1.4% |
| 3M | -3.8% | +14.8% | -18.6% | -10.7% |
| 6M | 0.0% | +5.3% | -5.3% | -3.3% |
| YTD | +9.2% | +18.1% | -8.9% | -0.4% |
| 1Y | +25.9% | +36.7% | -10.8% | +6.3% |
| 3Y | +21.3% | +130.1% | -108.8% | -22.1% |
| 5Y | +14.1% | +89.5% | -75.4% | -20.3% |
| 10Y | +237.9% | +87.4% | +150.5% | +100.6% |
| All | +1,747.8% | +2,584.7% | -836.9% | +587.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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