+17.9%
PLD vs VSXY
+90.2%
-72.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.8% | +3.6% | -0.6% |
| 7D | 0.0% | -1.6% | +1.6% | +0.2% |
| 30D | -3.7% | +17.8% | -21.5% | -5.5% |
| 3M | -7.9% | +12.5% | -20.4% | -9.5% |
| 6M | -9.2% | +124.7% | -133.9% | -19.0% |
| YTD | +3.1% | +93.2% | -90.1% | -7.0% |
| 1Y | +6.2% | +195.6% | -189.4% | -9.6% |
| 3Y | +35.4% | +434.6% | -399.2% | +0.9% |
| 5Y | +0.1% | +103.3% | -103.2% | -18.7% |
| All | +17.9% | +90.2% | -72.3% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 10y: compounded portfolio wealth divided by compounded VSXY 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…
10y analysis · Full analysis span regression · 6 months rolling