-0.7%
PLD vs VTRS
+81.4%
-82.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.1% |
| 7D | +1.3% | +4.6% | -3.2% | +0.1% |
| 30D | -1.4% | +19.4% | -20.8% | -6.3% |
| 3M | -8.2% | +30.8% | -38.9% | -15.1% |
| 6M | -8.0% | +21.6% | -29.7% | -13.4% |
| YTD | +3.2% | +71.2% | -68.0% | -12.6% |
| 1Y | +7.0% | +97.6% | -90.6% | -13.2% |
| 3Y | +38.3% | +163.9% | -125.6% | -0.7% |
| All | -0.7% | +81.4% | -82.2% | -24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling