+306.5%
IVV vs PLD
+236.3%
+70.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.6% | +0.9% |
| 7D | -2.7% | -0.8% | -1.9% | -2.4% |
| 30D | -5.4% | -0.3% | -5.1% | -5.3% |
| 3M | -4.1% | -8.0% | +4.0% | -0.8% |
| 6M | +0.7% | -9.8% | +10.5% | +4.6% |
| YTD | +8.7% | +1.8% | +7.0% | +6.8% |
| 1Y | +11.0% | +5.6% | +5.4% | +7.2% |
| 3Y | +75.4% | +33.3% | +42.2% | +47.7% |
| 5Y | +68.3% | +0.3% | +68.1% | +58.3% |
| All | +306.5% | +236.3% | +70.2% | +140.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling