+61.6%
VEA vs PLUG
-91.8%
+153.4%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.2% |
| 7D | +1.0% | -0.9% | +1.9% | +1.0% |
| 30D | +1.9% | +3.3% | -1.4% | +1.7% |
| 3M | +3.2% | -39.7% | +42.9% | +6.4% |
| 6M | +10.2% | -12.5% | +22.7% | +10.3% |
| YTD | +18.9% | +10.2% | +8.7% | +16.5% |
| 1Y | +29.3% | +50.7% | -21.4% | +22.2% |
| 3Y | +76.8% | -74.5% | +151.3% | +80.5% |
| All | +61.6% | -91.8% | +153.4% | +76.7% |
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