+72.7%
IVV vs PLUG
-96.4%
+169.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.4% | -1.1% | +2.1% |
| 7D | +0.1% | +14.5% | -14.4% | -0.9% |
| 30D | -3.3% | -10.7% | +7.4% | -2.6% |
| 3M | -2.4% | -31.2% | +28.8% | -0.1% |
| 6M | +2.6% | -51.9% | +54.5% | +7.1% |
| YTD | +11.3% | -23.9% | +35.2% | +11.4% |
| 1Y | +13.4% | -43.4% | +56.8% | +15.7% |
| 3Y | +80.3% | -74.7% | +155.0% | +80.7% |
| 5Y | +72.7% | -96.3% | +169.0% | +113.4% |
| All | +72.7% | -96.4% | +169.1% | +113.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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