+73.9%
VT vs PLUG
-79.0%
+152.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.6% | -7.6% | -0.3% |
| 7D | -1.6% | +0.7% | -2.3% | -1.6% |
| 30D | -2.5% | -25.8% | +23.3% | -1.3% |
| 3M | -1.3% | -32.2% | +30.9% | +0.2% |
| 6M | +3.1% | -54.7% | +57.8% | +6.1% |
| YTD | +10.9% | -28.4% | +39.4% | +11.6% |
| 1Y | +12.1% | -48.7% | +60.8% | +14.0% |
| All | +73.9% | -79.0% | +152.9% | +72.5% |
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