+78.6%
VTV vs PLUG
-75.5%
+154.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.4% | -1.5% | +1.9% |
| 7D | -0.5% | +14.5% | -15.0% | -0.9% |
| 30D | +3.1% | -10.7% | +13.8% | +3.4% |
| 3M | +1.8% | -31.2% | +33.0% | +2.8% |
| 6M | +10.9% | -51.9% | +62.8% | +12.8% |
| YTD | +20.9% | -23.9% | +44.7% | +20.9% |
| 1Y | +24.6% | -43.4% | +68.0% | +25.6% |
| 3Y | +78.6% | -74.7% | +153.3% | +76.7% |
| All | +78.6% | -75.5% | +154.1% | +76.7% |
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