+16.3%
PLD vs VYM
+76.9%
-60.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.4% |
| 7D | -0.7% | -1.0% | +0.3% | +0.5% |
| 30D | -2.2% | -2.0% | -0.2% | +0.2% |
| 3M | -7.4% | +3.1% | -10.4% | -10.9% |
| 6M | +1.9% | +8.9% | -7.0% | -8.4% |
| YTD | +7.9% | +14.7% | -6.8% | -9.2% |
| 1Y | +25.1% | +19.4% | +5.7% | +0.1% |
| 3Y | +21.9% | +65.4% | -43.5% | -34.8% |
| 5Y | +16.3% | +77.6% | -61.3% | -39.7% |
| All | +16.3% | +76.9% | -60.6% | -39.7% |
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