+227.8%
VST vs PLD
+33.1%
+194.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.1% | -4.0% | -5.4% |
| 7D | -19.9% | +0.4% | -20.3% | -20.1% |
| 30D | -29.7% | -0.1% | -29.6% | -29.7% |
| 3M | -19.6% | -7.9% | -11.6% | -17.1% |
| 6M | -29.4% | -7.0% | -22.4% | -27.8% |
| YTD | -29.7% | +3.1% | -32.8% | -30.9% |
| 1Y | -40.0% | +7.1% | -47.1% | -42.0% |
| All | +227.8% | +33.1% | +194.7% | +174.9% |
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