+302.5%
VTI vs PLD
+237.0%
+65.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | +0.3% |
| 7D | -0.4% | -0.7% | +0.3% | -0.1% |
| 30D | -1.6% | -2.2% | +0.6% | -0.7% |
| 3M | +3.6% | -7.4% | +10.9% | +6.6% |
| 6M | +13.0% | +1.9% | +11.1% | +11.4% |
| YTD | +12.7% | +7.9% | +4.8% | +8.0% |
| 1Y | +18.4% | +25.1% | -6.7% | +6.0% |
| 3Y | +76.4% | +21.9% | +54.6% | +55.3% |
| 5Y | +73.7% | +16.3% | +57.4% | +52.7% |
| 10Y | +302.5% | +249.9% | +52.6% | +128.9% |
| All | +302.5% | +237.0% | +65.5% | +128.9% |
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