+732.2%
VTV vs PLUG
-98.4%
+830.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.4% | -1.5% | +1.7% |
| 7D | -0.5% | +14.5% | -15.0% | -1.4% |
| 30D | +3.1% | -10.7% | +13.8% | +3.7% |
| 3M | +1.8% | -31.2% | +33.0% | +3.9% |
| 6M | +10.9% | -51.9% | +62.8% | +15.1% |
| YTD | +20.9% | -23.9% | +44.7% | +20.9% |
| 1Y | +24.6% | -43.4% | +68.0% | +26.7% |
| 3Y | +78.6% | -74.7% | +153.3% | +76.8% |
| 5Y | +76.4% | -96.3% | +172.7% | +91.4% |
| 10Y | +230.7% | +20.0% | +210.7% | +158.1% |
| All | +732.2% | -98.4% | +830.6% | +525.6% |
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