+905.2%
VRT vs PLD
+14.8%
+890.5%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.1% | +4.8% |
| 7D | +9.1% | -2.4% | +11.5% | +10.7% |
| 30D | +0.9% | -2.4% | +3.4% | +2.4% |
| 3M | -13.4% | -3.8% | -9.6% | -12.3% |
| 6M | +11.7% | 0.0% | +11.7% | +10.2% |
| YTD | +73.2% | +9.2% | +64.0% | +60.9% |
| 1Y | +123.4% | +25.9% | +97.5% | +87.7% |
| 3Y | +606.2% | +21.3% | +584.9% | +476.5% |
| All | +905.2% | +14.8% | +890.5% | +770.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling