+65.5%
VZ vs PLD
+236.3%
-170.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.6% |
| 7D | +2.1% | -0.8% | +2.9% | +2.3% |
| 30D | +1.4% | -0.3% | +1.6% | +1.4% |
| 3M | -1.3% | -8.0% | +6.8% | +0.7% |
| 6M | -0.5% | -9.8% | +9.3% | +1.8% |
| YTD | +19.6% | +1.8% | +17.9% | +18.7% |
| 1Y | +22.4% | +5.6% | +16.8% | +20.4% |
| 3Y | +55.9% | +33.3% | +22.6% | +41.6% |
| 5Y | +20.4% | +0.3% | +20.1% | +15.9% |
| All | +65.5% | +236.3% | -170.7% | +7.8% |
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 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