+22.2%
PLD vs VNQ
+30.9%
-8.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -0.7% |
| 7D | -0.7% | -0.9% | +0.2% | +0.4% |
| 30D | -2.2% | -2.2% | 0.0% | +0.5% |
| 3M | -7.4% | -1.9% | -5.4% | -5.1% |
| 6M | +1.9% | +3.2% | -1.3% | -2.0% |
| YTD | +7.9% | +9.4% | -1.5% | -3.5% |
| 1Y | +25.1% | +7.5% | +17.6% | +14.3% |
| All | +22.2% | +30.9% | -8.7% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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