+25.0%
PLD vs VTV
+23.7%
+1.3%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.2% |
| 7D | -2.8% | -2.1% | -0.8% | -0.7% |
| 30D | -3.6% | -1.3% | -2.3% | -2.3% |
| 3M | -7.1% | +5.6% | -12.8% | -12.7% |
| 6M | +0.2% | +12.4% | -12.2% | -12.1% |
| YTD | +6.9% | +17.6% | -10.7% | -11.0% |
| 1Y | +25.0% | +23.5% | +1.5% | -2.8% |
| All | +25.0% | +23.7% | +1.3% | -2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling