+25.0%
V vs PLUG
-51.2%
+76.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.9% | +9.2% | -0.5% |
| 7D | -0.4% | -8.5% | +8.2% | -0.3% |
| 30D | +6.3% | -20.8% | +27.2% | +6.5% |
| 3M | +17.2% | -46.1% | +63.2% | +17.8% |
| 6M | +29.2% | -65.3% | +94.6% | +31.5% |
| YTD | +20.8% | -37.3% | +58.1% | +20.0% |
| 1Y | +25.0% | -54.8% | +79.8% | +27.6% |
| All | +25.0% | -51.2% | +76.2% | +27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling