-42.1%
PLUG vs VYM
+21.8%
-63.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.3% | +1.5% |
| 7D | +2.8% | +1.2% | +1.7% | +0.8% |
| 30D | -22.8% | +5.2% | -28.0% | -29.4% |
| 3M | -32.4% | +0.5% | -32.9% | -33.0% |
| 6M | -53.4% | +7.7% | -61.1% | -59.1% |
| YTD | -25.9% | +17.2% | -43.1% | -48.3% |
| 1Y | -42.1% | +21.7% | -63.7% | -65.0% |
| All | -42.1% | +21.8% | -63.8% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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