+769.3%
VST vs PLD
+14.8%
+754.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.3% | +3.8% |
| 7D | +8.9% | -2.4% | +11.3% | +9.9% |
| 30D | +6.2% | -2.4% | +8.6% | +7.2% |
| 3M | -2.7% | -3.8% | +1.1% | -1.6% |
| 6M | -8.4% | 0.0% | -8.4% | -8.7% |
| YTD | -7.2% | +9.2% | -16.4% | -10.9% |
| 1Y | -20.9% | +25.9% | -46.8% | -28.8% |
| 3Y | +384.0% | +21.3% | +362.7% | +329.8% |
| All | +769.3% | +14.8% | +754.6% | +626.3% |
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