+632.2%
VRT vs PLD
+2.0%
+630.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.9% |
| 7D | -17.7% | +0.8% | -18.5% | -18.0% |
| 30D | -20.0% | +0.5% | -20.5% | -20.2% |
| 3M | -28.1% | -5.5% | -22.6% | -25.5% |
| 6M | -42.8% | -8.3% | -34.5% | -40.5% |
| YTD | +20.0% | +4.3% | +15.7% | +14.8% |
| 1Y | +3.5% | +7.4% | -3.9% | -3.0% |
| 3Y | +366.1% | +37.1% | +329.1% | +235.4% |
| 5Y | +632.2% | +1.3% | +630.8% | +557.5% |
| All | +632.2% | +2.0% | +630.2% | +557.5% |
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