+256.9%
PLD vs OVV
+57.6%
+199.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.4% | -1.4% |
| 7D | 0.0% | +6.5% | -6.5% | -0.7% |
| 30D | -3.7% | -2.7% | -1.1% | -3.6% |
| 3M | -7.9% | +3.1% | -11.1% | -8.4% |
| 6M | -9.2% | +12.8% | -22.0% | -10.8% |
| YTD | +3.1% | +68.1% | -65.1% | -3.8% |
| 1Y | +6.2% | +73.6% | -67.4% | -1.3% |
| 3Y | +35.4% | +57.6% | -22.2% | +25.9% |
| 5Y | +0.1% | +104.5% | -104.4% | -11.0% |
| All | +256.9% | +57.6% | +199.2% | +166.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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