+48.6%
PLUG vs VNQ
+62.8%
-14.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -1.7% |
| 7D | 0.0% | -2.6% | +2.6% | +3.3% |
| 30D | -5.0% | -2.3% | -2.6% | -2.1% |
| 3M | -26.2% | -2.8% | -23.4% | -24.5% |
| 6M | -0.5% | +2.5% | -3.0% | -5.5% |
| YTD | +7.1% | +8.4% | -1.3% | -5.5% |
| 1Y | +46.5% | +6.8% | +39.8% | +32.4% |
| 3Y | -73.5% | +29.9% | -103.4% | -80.3% |
| 5Y | -91.3% | +7.2% | -98.5% | -91.5% |
| All | +48.6% | +62.8% | -14.3% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 10y: compounded portfolio wealth divided by compounded VNQ 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…
10y analysis · Full analysis span regression · 6 months rolling