+31.7%
V vs PLUG
-57.1%
+88.9%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -7.5% | +4.3% | -3.6% |
| 7D | +2.9% | -4.9% | +7.9% | +2.8% |
| 30D | +14.0% | -27.4% | +41.4% | +11.7% |
| 3M | +14.9% | -35.7% | +50.6% | +11.7% |
| 6M | +31.7% | -59.3% | +91.1% | +25.8% |
| All | +31.7% | -57.1% | +88.9% | +25.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling