+1,740.6%
VRT vs PLD
+142.1%
+1,598.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +4.1% |
| 7D | -21.4% | -0.8% | -20.6% | -21.1% |
| 30D | -25.8% | -0.3% | -25.5% | -25.8% |
| 3M | -33.5% | -8.0% | -25.5% | -30.7% |
| 6M | -49.0% | -9.8% | -39.2% | -46.9% |
| YTD | +12.9% | +1.8% | +11.2% | +10.5% |
| 1Y | 0.0% | +5.6% | -5.6% | -4.1% |
| 3Y | +361.8% | +33.3% | +328.5% | +274.5% |
| 5Y | +565.1% | +0.3% | +564.9% | +527.7% |
| All | +1,740.6% | +142.1% | +1,598.6% | +1,244.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 10y: compounded portfolio wealth divided by compounded PLD 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…
10y analysis · Full analysis span regression · 6 months rolling