+302.5%
VTI vs PLUG
+48.6%
+253.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.4% | -0.2% |
| 7D | -0.4% | +3.8% | -4.2% | -0.7% |
| 30D | -1.6% | +2.8% | -4.4% | -1.9% |
| 3M | +3.6% | -25.4% | +29.0% | +5.6% |
| 6M | +13.0% | -0.5% | +13.5% | +11.9% |
| YTD | +12.7% | +10.2% | +2.5% | +9.9% |
| 1Y | +18.4% | +53.9% | -35.5% | +10.5% |
| 3Y | +76.4% | -72.7% | +149.2% | +74.7% |
| 5Y | +73.7% | -91.4% | +165.1% | +83.5% |
| 10Y | +302.5% | +58.4% | +244.1% | +227.4% |
| All | +302.5% | +48.6% | +253.9% | +227.4% |
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