-91.9%
PLUG vs VO
+42.6%
-134.5%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +3.3% |
| 7D | -0.9% | -0.3% | -0.6% | -0.3% |
| 30D | +3.3% | -0.3% | +3.7% | +4.4% |
| 3M | -39.7% | +2.9% | -42.7% | -43.4% |
| 6M | -12.5% | +9.3% | -21.8% | -28.2% |
| YTD | +10.2% | +14.2% | -4.0% | -17.9% |
| 1Y | +50.7% | +15.3% | +35.4% | +11.8% |
| 3Y | -74.5% | +56.2% | -130.7% | -90.6% |
| All | -91.9% | +42.6% | -134.5% | -95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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