+70.4%
VXUS vs PLUG
-75.5%
+145.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.4% | -0.6% | +2.7% |
| 7D | +0.8% | +14.5% | -13.7% | +0.1% |
| 30D | -1.9% | -10.7% | +8.8% | -1.4% |
| 3M | -4.4% | -31.2% | +26.8% | -2.9% |
| 6M | -2.0% | -51.9% | +50.0% | +0.8% |
| YTD | +11.1% | -23.9% | +35.0% | +11.6% |
| 1Y | +15.1% | -43.4% | +58.5% | +16.8% |
| 3Y | +70.4% | -74.7% | +145.1% | +70.1% |
| All | +70.4% | -75.5% | +145.9% | +70.1% |
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 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