+1.2%
PLD vs VYM
+72.6%
-71.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -1.2% |
| 7D | -1.0% | -0.2% | -0.9% | -0.9% |
| 30D | -1.8% | +3.6% | -5.5% | -6.2% |
| 3M | -6.0% | -0.1% | -5.9% | -6.0% |
| 6M | -8.4% | +7.1% | -15.5% | -16.2% |
| YTD | +4.2% | +17.0% | -12.8% | -14.7% |
| 1Y | +6.2% | +19.0% | -12.7% | -15.0% |
| 3Y | +37.0% | +74.4% | -37.4% | -32.5% |
| 5Y | +1.2% | +72.7% | -71.5% | -48.6% |
| All | +1.2% | +72.6% | -71.4% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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