+725.0%
VTV vs PLUG
-97.7%
+822.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.1% | -0.4% |
| 7D | +0.5% | -0.9% | +1.4% | +0.6% |
| 30D | +1.1% | +3.3% | -2.2% | +0.8% |
| 3M | +5.9% | -39.7% | +45.6% | +8.9% |
| 6M | +11.6% | -12.5% | +24.1% | +11.5% |
| YTD | +19.8% | +10.2% | +9.7% | +17.3% |
| 1Y | +26.2% | +50.7% | -24.5% | +19.6% |
| 3Y | +68.5% | -74.5% | +143.0% | +66.9% |
| 5Y | +79.9% | -91.8% | +171.7% | +85.2% |
| 10Y | +229.7% | +43.7% | +186.0% | +154.7% |
| All | +725.0% | -97.7% | +822.7% | +507.4% |
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