-34.9%
VST vs PLD
+9.3%
-44.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +1.8% | -15.6% | -14.3% |
| 7D | -15.7% | +4.9% | -20.6% | -17.0% |
| 30D | -17.0% | +2.6% | -19.5% | -17.5% |
| 3M | -15.9% | -4.8% | -11.1% | -14.5% |
| 6M | -25.0% | -3.9% | -21.1% | -24.5% |
| YTD | -25.1% | +5.3% | -30.4% | -24.9% |
| 1Y | -34.9% | +9.3% | -44.1% | -33.5% |
| All | -34.9% | +9.3% | -44.1% | -33.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling