+60.5%
VZ vs PLD
+236.1%
-175.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | +0.1% | -2.4% | +2.5% | +0.7% |
| 30D | +7.9% | -2.4% | +10.3% | +8.5% |
| 3M | +13.6% | -3.8% | +17.4% | +14.6% |
| 6M | +1.1% | 0.0% | +1.1% | +0.9% |
| YTD | +29.3% | +9.2% | +20.1% | +26.2% |
| 1Y | +21.2% | +25.9% | -4.7% | +14.2% |
| 3Y | +75.9% | +21.3% | +54.6% | +64.1% |
| 5Y | +24.1% | +14.1% | +10.0% | +15.4% |
| All | +60.5% | +236.1% | -175.6% | +3.7% |
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