+105.8%
V vs PLUG
-97.1%
+203.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.8% | +7.6% | -0.8% |
| 7D | -0.4% | -8.1% | +7.8% | 0.0% |
| 30D | +6.3% | -20.5% | +26.8% | +7.3% |
| 3M | +17.2% | -45.9% | +63.0% | +20.1% |
| 6M | +29.2% | -65.2% | +94.4% | +34.8% |
| YTD | +20.8% | -37.1% | +57.8% | +21.5% |
| 1Y | +25.0% | -54.6% | +79.6% | +27.6% |
| 3Y | +75.3% | -64.9% | +140.2% | +70.1% |
| 5Y | +105.8% | -97.1% | +203.0% | +159.3% |
| All | +105.8% | -97.1% | +203.0% | +159.3% |
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