+15.2%
PLD vs VIG
+63.1%
-47.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.2% |
| 7D | -2.4% | -0.4% | -2.0% | -1.9% |
| 30D | -2.4% | -1.0% | -1.5% | -1.3% |
| 3M | -3.8% | +2.8% | -6.6% | -7.1% |
| 6M | 0.0% | +8.2% | -8.2% | -9.3% |
| YTD | +9.2% | +11.0% | -1.8% | -4.2% |
| 1Y | +25.9% | +16.1% | +9.8% | +4.2% |
| 3Y | +21.3% | +56.2% | -34.9% | -30.6% |
| All | +15.2% | +63.1% | -47.9% | -38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling