+38.3%
PLD vs VIG
+67.2%
-28.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.3% | +3.5% | -2.1% | -2.6% |
| 30D | -1.4% | +4.9% | -6.3% | -7.0% |
| 3M | -8.2% | +2.5% | -10.7% | -10.9% |
| 6M | -8.0% | +11.0% | -19.0% | -19.1% |
| YTD | +3.2% | +16.0% | -12.8% | -14.1% |
| 1Y | +7.0% | +17.5% | -10.5% | -12.5% |
| 3Y | +38.3% | +67.0% | -28.7% | -41.7% |
| All | +38.3% | +67.2% | -28.9% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling