+679.7%
PLD vs VNQ
+392.5%
+287.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | +0.1% |
| 7D | -2.4% | -1.3% | -1.1% | -0.8% |
| 30D | -2.4% | -2.9% | +0.5% | +1.2% |
| 3M | -3.8% | +0.8% | -4.6% | -4.7% |
| 6M | 0.0% | +2.5% | -2.5% | -2.9% |
| YTD | +9.2% | +10.6% | -1.4% | -3.6% |
| 1Y | +25.9% | +9.1% | +16.8% | +13.2% |
| 3Y | +21.3% | +31.0% | -9.7% | -12.2% |
| 5Y | +14.1% | +4.9% | +9.2% | +9.8% |
| 10Y | +237.9% | +59.5% | +178.4% | +84.8% |
| All | +679.7% | +392.5% | +287.2% | +21.9% |
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