+80.3%
VTV vs PLUG
-91.6%
+171.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.1% | -5.0% | -1.0% |
| 7D | +0.3% | +8.1% | -7.8% | -0.1% |
| 30D | +0.1% | +3.7% | -3.5% | -0.1% |
| 3M | +6.2% | -29.2% | +35.4% | +7.7% |
| 6M | +13.5% | +6.1% | +7.4% | +12.4% |
| YTD | +18.9% | +14.7% | +4.1% | +16.7% |
| 1Y | +25.8% | +56.9% | -31.2% | +20.2% |
| 3Y | +68.7% | -71.6% | +140.3% | +69.4% |
| 5Y | +80.3% | -91.0% | +171.4% | +90.5% |
| All | +80.3% | -91.6% | +171.9% | +90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling