+444.7%
PLD vs VIG
+623.5%
-178.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | 0.0% |
| 7D | -2.4% | -0.4% | -2.0% | -1.7% |
| 30D | -2.4% | -1.0% | -1.5% | -0.9% |
| 3M | -3.8% | +2.8% | -6.6% | -8.2% |
| 6M | 0.0% | +8.2% | -8.2% | -12.2% |
| YTD | +9.2% | +11.0% | -1.8% | -8.4% |
| 1Y | +25.9% | +16.1% | +9.8% | -2.1% |
| 3Y | +21.3% | +56.2% | -34.9% | -42.3% |
| 5Y | +14.1% | +63.0% | -48.9% | -49.9% |
| 10Y | +237.9% | +241.4% | -3.6% | -65.6% |
| All | +444.7% | +623.5% | -178.9% | -87.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling