-76.8%
PLUG vs VLTO
+69.5%
-146.3%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.5% | +6.9% | +7.3% |
| 7D | +5.8% | +5.4% | +0.4% | +4.2% |
| 30D | -18.5% | +22.3% | -40.9% | -23.7% |
| 3M | -30.0% | +19.6% | -49.6% | -33.9% |
| 6M | -56.2% | +35.2% | -91.3% | -61.3% |
| YTD | -26.4% | +17.9% | -44.3% | -30.5% |
| 1Y | -42.2% | +19.5% | -61.7% | -46.2% |
| 3Y | -76.8% | +73.9% | -150.8% | -78.2% |
| All | -76.8% | +69.5% | -146.3% | -78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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