+312.2%
VOO vs PLUG
-16.6%
+328.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.2% | +8.9% | +0.3% |
| 7D | +3.3% | -8.5% | +11.8% | +3.8% |
| 30D | -2.7% | -20.8% | +18.1% | -1.2% |
| 3M | -1.7% | -46.1% | +44.3% | +2.4% |
| 6M | +3.1% | -65.3% | +68.4% | +10.4% |
| YTD | +11.9% | -37.3% | +49.3% | +13.6% |
| 1Y | +12.1% | -54.8% | +66.8% | +16.1% |
| 3Y | +78.6% | -65.0% | +143.6% | +73.4% |
| 5Y | +73.8% | -97.1% | +170.9% | +98.5% |
| All | +312.2% | -16.6% | +328.8% | +247.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling