+15.2%
PLD vs VOO
+82.6%
-67.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | -2.4% | +0.1% | -2.5% | -2.5% |
| 3M | -3.8% | +2.0% | -5.8% | -6.0% |
| 6M | 0.0% | +13.0% | -13.0% | -11.4% |
| YTD | +9.2% | +13.6% | -4.3% | -3.9% |
| 1Y | +25.9% | +20.1% | +5.8% | +4.7% |
| 3Y | +21.3% | +77.6% | -56.3% | -32.5% |
| All | +15.2% | +82.6% | -67.3% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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