+6.8%
VRT vs PLD
+7.3%
-0.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.8% | +6.8% | +8.9% |
| 7D | -10.6% | +0.7% | -11.3% | -10.7% |
| 30D | -17.4% | +0.8% | -18.2% | -17.4% |
| 3M | -26.4% | -6.1% | -20.3% | -25.4% |
| 6M | -41.0% | -8.0% | -33.0% | -39.9% |
| YTD | +23.8% | +4.7% | +19.2% | +20.0% |
| All | +6.8% | +7.3% | -0.5% | +5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling