+1,917.9%
VRT vs PLD
+148.9%
+1,769.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.8% | +6.8% | +8.2% |
| 7D | -10.6% | +0.7% | -11.3% | -10.8% |
| 30D | -17.4% | +0.8% | -18.2% | -17.8% |
| 3M | -26.4% | -6.1% | -20.3% | -23.9% |
| 6M | -41.0% | -8.0% | -33.0% | -39.1% |
| YTD | +23.8% | +4.7% | +19.2% | +19.6% |
| 1Y | +11.6% | +7.2% | +4.4% | +6.3% |
| 3Y | +403.5% | +39.2% | +364.3% | +299.4% |
| 5Y | +647.0% | +1.9% | +645.1% | +598.9% |
| All | +1,917.9% | +148.9% | +1,769.0% | +1,354.8% |
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