+619.5%
VRT vs PLD
+21.6%
+597.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.1% | +4.6% |
| 7D | +9.1% | -2.4% | +11.5% | +10.0% |
| 30D | +0.9% | -2.4% | +3.4% | +1.7% |
| 3M | -13.4% | -3.8% | -9.6% | -12.7% |
| 6M | +11.7% | 0.0% | +11.7% | +10.7% |
| YTD | +73.2% | +9.2% | +64.0% | +65.8% |
| 1Y | +123.4% | +25.9% | +97.5% | +101.4% |
| All | +619.5% | +21.6% | +597.9% | +533.8% |
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 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