+23.9%
VZ vs PLD
+6.4%
+17.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +2.5% |
| YTD | +20.8% | +3.1% | +17.7% | +21.3% |
| 1Y | +23.9% | +7.1% | +16.9% | +23.5% |
| All | +23.9% | +6.4% | +17.5% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling