+379.7%
VRT vs PLD
+36.4%
+343.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.7% | -3.6% |
| 7D | +10.5% | +1.3% | +9.2% | +10.1% |
| 30D | -9.3% | -1.4% | -7.9% | -8.9% |
| 3M | -29.6% | -8.2% | -21.4% | -27.5% |
| 6M | -45.4% | -8.0% | -37.4% | -44.2% |
| YTD | +24.8% | +3.2% | +21.7% | +22.3% |
| 1Y | +23.6% | +7.0% | +16.6% | +19.5% |
| 3Y | +379.7% | +38.3% | +341.4% | +289.9% |
| All | +379.7% | +36.4% | +343.3% | +289.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling