+21.2%
VZ vs PLD
+2.0%
+19.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | +2.4% | +0.8% | +1.6% | +2.2% |
| 30D | +11.2% | +0.5% | +10.7% | +11.0% |
| 3M | 0.0% | -5.5% | +5.5% | +1.0% |
| 6M | +1.3% | -8.3% | +9.6% | +2.9% |
| YTD | +21.3% | +4.3% | +17.0% | +20.1% |
| 1Y | +23.9% | +7.4% | +16.5% | +22.0% |
| 3Y | +57.7% | +37.1% | +20.6% | +45.0% |
| 5Y | +21.2% | +1.3% | +19.9% | +14.5% |
| All | +21.2% | +2.0% | +19.3% | +14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling