+78.1%
VOO vs PLUG
-66.9%
+144.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -10.5% | +10.1% | +0.1% |
| 7D | +2.6% | -23.4% | +26.0% | +3.7% |
| 30D | -2.0% | -23.4% | +21.5% | -0.9% |
| 3M | -2.8% | -51.7% | +49.0% | +0.1% |
| 6M | +2.2% | -72.0% | +74.1% | +7.1% |
| YTD | +11.5% | -43.7% | +55.2% | +13.2% |
| 1Y | +13.5% | -55.4% | +68.9% | +16.1% |
| 3Y | +78.1% | -68.0% | +146.1% | +76.6% |
| All | +78.1% | -66.9% | +144.9% | +76.6% |
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