+449.7%
V vs PLD
+236.3%
+213.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.3% | +0.6% |
| 7D | +2.2% | -0.8% | +3.0% | +2.6% |
| 30D | +13.6% | -0.3% | +13.9% | +13.7% |
| 3M | +14.3% | -8.0% | +22.3% | +18.4% |
| 6M | +33.1% | -9.8% | +42.9% | +38.5% |
| YTD | +21.2% | +1.8% | +19.5% | +18.9% |
| 1Y | +26.4% | +5.6% | +20.8% | +21.9% |
| 3Y | +77.6% | +33.3% | +44.3% | +47.9% |
| 5Y | +102.6% | +0.3% | +102.3% | +90.2% |
| All | +449.7% | +236.3% | +213.4% | +209.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 10y: compounded portfolio wealth divided by compounded PLD 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…
10y analysis · Full analysis span regression · 6 months rolling