+7.4%
PLD vs VTR
+22.1%
-14.7%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.7% |
| 7D | +0.8% | +3.8% | -3.0% | -0.5% |
| 30D | +0.5% | +10.1% | -9.6% | -2.9% |
| 3M | -5.5% | -1.2% | -4.3% | -5.5% |
| 6M | -8.3% | +4.8% | -13.1% | -10.7% |
| YTD | +4.3% | +18.9% | -14.6% | -0.6% |
| 1Y | +7.4% | +21.8% | -14.4% | +4.1% |
| All | +7.4% | +22.1% | -14.7% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling