+249.9%
PLD vs ITOT
+293.9%
-44.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.5% |
| 7D | -0.7% | -0.4% | -0.3% | -0.3% |
| 30D | -2.2% | -1.6% | -0.7% | -0.8% |
| 3M | -7.4% | +3.5% | -10.9% | -10.7% |
| 6M | +1.9% | +13.1% | -11.2% | -9.8% |
| YTD | +7.9% | +12.7% | -4.8% | -4.4% |
| 1Y | +25.1% | +18.3% | +6.8% | +5.6% |
| 3Y | +21.9% | +76.4% | -54.5% | -30.5% |
| 5Y | +16.3% | +73.8% | -57.5% | -33.1% |
| 10Y | +249.9% | +301.2% | -51.3% | -9.5% |
| All | +249.9% | +293.9% | -44.0% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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