+257.2%
PLD vs VTV
+230.1%
+27.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | +1.3% | +2.9% | -1.6% | -1.7% |
| 30D | -1.4% | +3.8% | -5.2% | -5.2% |
| 3M | -8.2% | +1.6% | -9.7% | -9.7% |
| 6M | -8.0% | +11.2% | -19.2% | -17.8% |
| YTD | +3.2% | +22.0% | -18.8% | -16.4% |
| 1Y | +7.0% | +24.9% | -17.9% | -15.4% |
| 3Y | +38.3% | +78.5% | -40.2% | -23.3% |
| 5Y | +0.2% | +77.8% | -77.6% | -43.5% |
| All | +257.2% | +230.1% | +27.2% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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