+54.4%
VXUS vs PLUG
-91.8%
+146.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.3% | +0.3% |
| 7D | +1.0% | -0.9% | +1.9% | +1.1% |
| 30D | +2.2% | +3.3% | -1.1% | +1.9% |
| 3M | +3.0% | -39.7% | +42.7% | +6.2% |
| 6M | +10.7% | -12.5% | +23.2% | +10.7% |
| YTD | +17.8% | +10.2% | +7.7% | +15.5% |
| 1Y | +27.6% | +50.7% | -23.1% | +20.4% |
| 3Y | +73.3% | -74.5% | +147.8% | +76.8% |
| All | +54.4% | -91.8% | +146.2% | +68.4% |
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 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