+67.1%
VZ vs PLD
+240.5%
-173.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.4% |
| 7D | +5.6% | +0.4% | +5.2% | +5.5% |
| 30D | +1.9% | -0.1% | +2.0% | +1.8% |
| 3M | +0.8% | -7.9% | +8.7% | +2.7% |
| 6M | +0.6% | -7.0% | +7.6% | +2.2% |
| YTD | +20.8% | +3.1% | +17.7% | +19.5% |
| 1Y | +23.9% | +7.1% | +16.9% | +21.5% |
| 3Y | +55.7% | +32.9% | +22.8% | +41.6% |
| 5Y | +21.5% | +1.5% | +20.0% | +16.6% |
| All | +67.1% | +240.5% | -173.4% | +8.5% |
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