+68.6%
PLD vs RVMD
+636.2%
-567.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | -0.7% | -0.7% | +0.1% | -0.6% |
| 30D | -2.2% | +0.3% | -2.6% | -2.3% |
| 3M | -7.4% | +38.9% | -46.2% | -11.3% |
| 6M | +1.9% | +108.1% | -106.2% | -8.5% |
| YTD | +7.9% | +160.7% | -152.8% | -7.0% |
| 1Y | +25.1% | +407.3% | -382.2% | -2.2% |
| 3Y | +21.9% | +546.6% | -524.7% | -11.2% |
| 5Y | +16.3% | +579.8% | -563.5% | -20.6% |
| All | +68.6% | +636.2% | -567.6% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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