+699.9%
PLD vs VTV
+738.5%
-38.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -1.6% |
| 7D | -1.0% | -0.4% | -0.6% | -0.5% |
| 30D | -1.8% | +3.9% | -5.7% | -7.4% |
| 3M | -6.0% | +2.6% | -8.6% | -9.7% |
| 6M | -8.4% | +11.5% | -19.9% | -22.4% |
| YTD | +4.2% | +22.3% | -18.0% | -23.2% |
| 1Y | +6.2% | +24.5% | -18.3% | -23.9% |
| 3Y | +37.0% | +78.8% | -41.8% | -42.7% |
| 5Y | +1.2% | +78.6% | -77.5% | -57.5% |
| 10Y | +272.2% | +231.8% | +40.4% | -48.0% |
| All | +699.9% | +738.5% | -38.7% | -71.7% |
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 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