+25.0%
PLD vs VTRS
+63.2%
-38.2%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | -2.8% | -3.3% | +0.5% | -2.1% |
| 30D | -3.6% | +1.4% | -5.0% | -4.0% |
| 3M | -7.1% | +4.6% | -11.8% | -8.0% |
| 6M | +0.2% | +18.1% | -17.8% | -3.3% |
| YTD | +6.9% | +34.7% | -27.8% | +0.6% |
| 1Y | +25.0% | +65.6% | -40.6% | +12.4% |
| All | +25.0% | +63.2% | -38.2% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling