+703.1%
PLD vs VTV
+728.8%
-25.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.0% | +0.9% | -0.1% |
| 7D | +0.7% | -0.5% | +1.2% | +1.4% |
| 30D | +0.8% | +3.1% | -2.3% | -3.8% |
| 3M | -6.1% | +1.8% | -8.0% | -8.8% |
| 6M | -8.0% | +10.9% | -18.9% | -21.4% |
| YTD | +4.7% | +20.9% | -16.2% | -21.5% |
| 1Y | +7.2% | +24.6% | -17.4% | -23.3% |
| 3Y | +39.2% | +78.6% | -39.4% | -41.6% |
| 5Y | +1.9% | +76.4% | -74.5% | -56.3% |
| 10Y | +256.8% | +230.7% | +26.1% | -50.0% |
| All | +703.1% | +728.8% | -25.8% | -71.0% |
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