+314.2%
VOO vs PLUG
+56.9%
+257.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.1% | -4.7% | -0.8% |
| 7D | +0.5% | +8.1% | -7.6% | 0.0% |
| 30D | -0.9% | +3.7% | -4.6% | -1.3% |
| 3M | +3.9% | -29.2% | +33.0% | +6.2% |
| 6M | +14.5% | +6.1% | +8.4% | +13.0% |
| YTD | +13.0% | +14.7% | -1.8% | +10.0% |
| 1Y | +19.4% | +56.9% | -37.5% | +11.9% |
| 3Y | +78.9% | -71.6% | +150.5% | +76.7% |
| 5Y | +82.3% | -91.0% | +173.3% | +91.2% |
| 10Y | +314.2% | +55.9% | +258.4% | +234.8% |
| All | +314.2% | +56.9% | +257.3% | +234.8% |
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 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