+938.3%
VTI vs PLUG
-99.3%
+1,037.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.4% | -1.0% | +2.2% |
| 7D | +0.2% | +14.5% | -14.3% | -0.8% |
| 30D | -2.9% | -10.7% | +7.8% | -2.2% |
| 3M | -2.6% | -31.2% | +28.6% | -0.2% |
| 6M | +2.8% | -51.9% | +54.7% | +7.6% |
| YTD | +11.6% | -23.9% | +35.4% | +11.8% |
| 1Y | +13.6% | -43.4% | +57.0% | +16.0% |
| 3Y | +79.9% | -74.7% | +154.6% | +78.1% |
| 5Y | +64.3% | -96.3% | +160.6% | +81.5% |
| 10Y | +291.9% | +20.0% | +271.9% | +204.5% |
| All | +938.3% | -99.3% | +1,037.6% | +655.4% |
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 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