+15.5%
PLD vs VTR
+91.4%
-75.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +1.1% |
| 7D | -0.9% | -2.4% | +1.5% | +0.5% |
| 30D | -1.2% | -3.7% | +2.5% | +0.7% |
| 3M | -2.3% | +13.5% | -15.8% | -9.6% |
| 6M | +4.5% | +7.2% | -2.7% | -0.4% |
| YTD | +10.1% | +17.6% | -7.4% | -0.5% |
| 1Y | +25.9% | +35.4% | -9.5% | +4.3% |
| 3Y | +24.4% | +132.8% | -108.4% | -26.6% |
| 5Y | +15.5% | +88.7% | -73.2% | -25.6% |
| All | +15.5% | +91.4% | -75.9% | -25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling