+1,663.4%
PLD vs VTR
+2,605.4%
-942.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | -1.0% | +1.4% | -2.4% | -1.7% |
| 30D | -1.8% | +8.2% | -10.1% | -5.8% |
| 3M | -6.0% | +4.6% | -10.7% | -8.4% |
| 6M | -8.4% | +4.3% | -12.7% | -11.0% |
| YTD | +4.2% | +19.0% | -14.8% | -5.5% |
| 1Y | +6.2% | +21.6% | -15.4% | -4.9% |
| 3Y | +37.0% | +132.2% | -95.2% | -12.6% |
| 5Y | +1.2% | +94.4% | -93.2% | -30.1% |
| 10Y | +272.2% | +133.5% | +138.7% | +95.7% |
| All | +1,663.4% | +2,605.4% | -942.0% | +551.7% |
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