+913.2%
VTI vs PLD
+1,186.0%
-272.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.8% |
| 7D | -2.6% | -0.8% | -1.8% | -2.3% |
| 30D | -5.0% | -0.3% | -4.7% | -5.0% |
| 3M | -4.3% | -8.0% | +3.7% | -1.8% |
| 6M | +0.6% | -9.8% | +10.4% | +3.5% |
| YTD | +8.9% | +1.8% | +7.1% | +7.6% |
| 1Y | +11.1% | +5.6% | +5.5% | +8.5% |
| 3Y | +74.5% | +33.3% | +41.2% | +55.2% |
| 5Y | +60.1% | +0.3% | +59.8% | +54.3% |
| 10Y | +297.4% | +241.6% | +55.8% | +157.8% |
| All | +913.2% | +1,186.0% | -272.8% | +224.8% |
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 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