+738.2%
PLD vs VTV
+721.7%
+16.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.4% |
| 7D | -2.4% | +0.5% | -2.9% | -3.2% |
| 30D | -2.4% | +1.1% | -3.5% | -4.0% |
| 3M | -3.8% | +5.9% | -9.7% | -11.8% |
| 6M | 0.0% | +11.6% | -11.6% | -15.3% |
| YTD | +9.2% | +19.8% | -10.6% | -16.9% |
| 1Y | +25.9% | +26.2% | -0.3% | -11.5% |
| 3Y | +21.3% | +68.5% | -47.2% | -44.3% |
| 5Y | +14.1% | +79.9% | -65.7% | -52.6% |
| 10Y | +237.9% | +229.7% | +8.2% | -52.6% |
| All | +738.2% | +721.7% | +16.5% | -69.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling