+11.4%
VT vs PLUG
-45.5%
+56.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.4% | -7.2% | -0.3% |
| 7D | -2.3% | +5.8% | -8.2% | -2.7% |
| 30D | -5.0% | -18.5% | +13.6% | -3.8% |
| 3M | -4.9% | -30.0% | +25.1% | -2.9% |
| 6M | -1.5% | -56.2% | +54.7% | +2.6% |
| YTD | +8.5% | -26.4% | +34.9% | +9.9% |
| 1Y | +11.4% | -42.2% | +53.6% | +14.0% |
| All | +11.4% | -45.5% | +56.9% | +14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling