+67.8%
IVV vs PLD
0.0%
+67.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.1% | -2.3% | -3.6% |
| 7D | -4.8% | +0.4% | -5.2% | -4.9% |
| 30D | -5.9% | -0.1% | -5.8% | -5.9% |
| 3M | -4.5% | -7.9% | +3.4% | -1.7% |
| 6M | +1.8% | -7.0% | +8.8% | +4.0% |
| YTD | +8.4% | +3.1% | +5.3% | +6.1% |
| 1Y | +9.4% | +7.1% | +2.3% | +5.5% |
| 3Y | +75.3% | +32.9% | +42.4% | +49.9% |
| 5Y | +67.8% | +1.5% | +66.2% | +52.6% |
| All | +67.8% | 0.0% | +67.8% | +52.6% |
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