+934.5%
VTI vs PLD
+1,217.8%
-283.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.3% |
| 7D | -0.4% | +0.8% | -1.2% | -0.7% |
| 30D | -3.2% | +0.5% | -3.7% | -3.4% |
| 3M | -2.9% | -5.5% | +2.6% | -1.2% |
| 6M | +2.4% | -8.3% | +10.7% | +4.9% |
| YTD | +11.2% | +4.3% | +6.9% | +9.0% |
| 1Y | +11.6% | +7.4% | +4.2% | +8.3% |
| 3Y | +76.6% | +37.1% | +39.5% | +55.7% |
| 5Y | +65.3% | +1.3% | +64.0% | +58.8% |
| 10Y | +289.1% | +267.4% | +21.7% | +147.1% |
| All | +934.5% | +1,217.8% | -283.3% | +229.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling