+827.8%
VOO vs PLUG
-42.9%
+870.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -0.5% |
| 7D | +0.1% | -0.9% | +1.0% | +0.2% |
| 30D | +0.1% | +3.3% | -3.3% | -0.2% |
| 3M | +2.0% | -39.7% | +41.7% | +4.4% |
| 6M | +13.0% | -12.5% | +25.5% | +13.0% |
| YTD | +13.6% | +10.2% | +3.4% | +11.8% |
| 1Y | +20.1% | +50.7% | -30.6% | +15.1% |
| 3Y | +77.6% | -74.5% | +152.1% | +76.5% |
| 5Y | +82.4% | -91.8% | +174.2% | +87.6% |
| 10Y | +316.8% | +43.7% | +273.1% | +267.5% |
| All | +827.8% | -42.9% | +870.7% | +735.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling