+105.5%
V vs PLD
+1.8%
+103.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | -1.1% |
| 7D | -0.8% | +0.7% | -1.5% | -1.0% |
| 30D | +9.5% | +0.8% | +8.7% | +9.2% |
| 3M | +16.7% | -6.1% | +22.8% | +19.1% |
| 6M | +32.9% | -8.0% | +41.0% | +36.3% |
| YTD | +21.1% | +4.7% | +16.4% | +18.1% |
| 1Y | +26.6% | +7.2% | +19.4% | +22.4% |
| 3Y | +78.4% | +39.2% | +39.1% | +50.5% |
| 5Y | +105.5% | +1.9% | +103.6% | +87.8% |
| All | +105.5% | +1.8% | +103.7% | +87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling