+1,678.9%
VRT vs PLD
+145.1%
+1,533.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -2.1% | -11.9% | -12.9% |
| 7D | -28.1% | +0.4% | -28.5% | -28.3% |
| 30D | -30.2% | -0.1% | -30.1% | -30.2% |
| 3M | -36.4% | -7.9% | -28.4% | -33.7% |
| 6M | -48.2% | -7.0% | -41.2% | -46.8% |
| YTD | +9.2% | +3.1% | +6.1% | +6.2% |
| 1Y | -7.2% | +7.1% | -14.3% | -11.7% |
| 3Y | +338.7% | +32.9% | +305.8% | +256.7% |
| 5Y | +542.8% | +1.5% | +541.3% | +503.0% |
| All | +1,678.9% | +145.1% | +1,533.8% | +1,191.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling