+76.4%
VTV vs PLUG
-96.4%
+172.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.4% | -1.5% | +1.8% |
| 7D | -0.5% | +14.5% | -15.0% | -1.2% |
| 30D | +3.1% | -10.7% | +13.8% | +3.5% |
| 3M | +1.8% | -31.2% | +33.0% | +3.5% |
| 6M | +10.9% | -51.9% | +62.8% | +14.2% |
| YTD | +20.9% | -23.9% | +44.7% | +20.8% |
| 1Y | +24.6% | -43.4% | +68.0% | +26.2% |
| 3Y | +78.6% | -74.7% | +153.3% | +78.6% |
| 5Y | +76.4% | -96.3% | +172.7% | +97.1% |
| All | +76.4% | -96.4% | +172.8% | +97.1% |
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