+636.3%
PLD vs VNQ
+399.1%
+237.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.3% | +0.8% | +0.6% | +0.4% |
| 30D | -1.4% | +6.8% | -8.1% | -9.2% |
| 3M | -8.2% | -1.3% | -6.9% | -6.8% |
| 6M | -8.0% | +2.4% | -10.4% | -10.8% |
| YTD | +3.2% | +12.1% | -9.0% | -10.6% |
| 1Y | +7.0% | +12.0% | -5.0% | -7.1% |
| 3Y | +38.3% | +44.8% | -6.5% | -11.7% |
| 5Y | +0.2% | +6.9% | -6.7% | -5.9% |
| 10Y | +268.3% | +82.9% | +185.4% | +68.4% |
| All | +636.3% | +399.1% | +237.1% | +13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling