+1,644.9%
PLD vs VTRS
+170.9%
+1,474.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.1% |
| 7D | +1.3% | +4.6% | -3.2% | +0.2% |
| 30D | -1.4% | +19.4% | -20.8% | -6.1% |
| 3M | -8.2% | +30.8% | -38.9% | -14.7% |
| 6M | -8.0% | +21.6% | -29.7% | -13.0% |
| YTD | +3.2% | +71.2% | -68.0% | -11.5% |
| 1Y | +7.0% | +97.6% | -90.6% | -11.7% |
| 3Y | +38.3% | +163.9% | -125.6% | +3.5% |
| 5Y | +0.2% | +82.1% | -81.9% | -19.3% |
| 10Y | +268.3% | -31.3% | +299.6% | +248.9% |
| All | +1,644.9% | +170.9% | +1,474.0% | +946.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling