+19.5%
VCIT vs PLUG
-74.3%
+93.8%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.9% | 0.0% |
| 7D | -0.3% | -0.9% | +0.6% | -0.3% |
| 30D | -0.8% | +3.3% | -4.1% | -0.8% |
| 3M | -1.0% | -39.7% | +38.7% | -0.6% |
| 6M | -1.8% | -12.5% | +10.7% | -1.9% |
| YTD | -0.7% | +10.2% | -10.9% | -1.0% |
| 1Y | +1.0% | +50.7% | -49.7% | 0.0% |
| All | +19.5% | -74.3% | +93.8% | +19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling