+18.7%
PLD vs VTV
+80.7%
-62.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.9% |
| 7D | -0.9% | +0.3% | -1.2% | -1.3% |
| 30D | -1.2% | +0.1% | -1.3% | -1.4% |
| 3M | -2.3% | +6.2% | -8.5% | -9.7% |
| 6M | +4.5% | +13.5% | -9.0% | -11.3% |
| YTD | +10.1% | +18.9% | -8.7% | -12.0% |
| 1Y | +25.9% | +25.8% | +0.1% | -6.6% |
| 3Y | +24.4% | +68.7% | -44.3% | -36.4% |
| All | +18.7% | +80.7% | -62.0% | -41.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling