+934.5%
VTI vs PLUG
-99.4%
+1,033.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.0% | +8.6% | +0.3% |
| 7D | -0.4% | -3.2% | +2.7% | -0.3% |
| 30D | -3.2% | -18.7% | +15.5% | -1.9% |
| 3M | -2.9% | -35.3% | +32.4% | -0.1% |
| 6M | +2.4% | -56.2% | +58.6% | +7.9% |
| YTD | +11.2% | -30.7% | +41.9% | +12.1% |
| 1Y | +11.6% | -46.7% | +58.3% | +14.4% |
| 3Y | +76.6% | -61.3% | +137.9% | +70.7% |
| 5Y | +65.3% | -96.6% | +161.9% | +83.7% |
| 10Y | +289.1% | +1.1% | +288.0% | +206.0% |
| All | +934.5% | -99.4% | +1,033.9% | +657.6% |
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 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