+16.3%
PLD vs VWO
+35.7%
-19.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.7% |
| 7D | -0.7% | +0.2% | -0.8% | -0.8% |
| 30D | -2.2% | +0.9% | -3.1% | -2.8% |
| 3M | -7.4% | +4.3% | -11.6% | -10.2% |
| 6M | +1.9% | +10.5% | -8.6% | -5.5% |
| YTD | +7.9% | +13.4% | -5.5% | -2.0% |
| 1Y | +25.1% | +18.6% | +6.5% | +9.9% |
| 3Y | +21.9% | +65.8% | -43.9% | -16.6% |
| 5Y | +16.3% | +35.2% | -18.9% | -15.7% |
| All | +16.3% | +35.7% | -19.4% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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