-79.1%
PLUG vs VLTO
+56.3%
-135.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +0.1% | -9.1% | -9.0% |
| 7D | -3.2% | +1.6% | -4.8% | -3.7% |
| 30D | -18.7% | +22.0% | -40.7% | -25.1% |
| 3M | -35.3% | +21.9% | -57.2% | -40.4% |
| 6M | -56.2% | +36.5% | -92.8% | -62.5% |
| YTD | -30.7% | +19.0% | -49.7% | -36.0% |
| 1Y | -46.7% | +21.0% | -67.7% | -51.6% |
| 3Y | -61.3% | +69.9% | -131.2% | -71.8% |
| All | -79.1% | +56.3% | -135.4% | -83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling