-42.1%
PLUG vs VTR
+22.5%
-64.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.5% | +1.1% | +4.6% |
| 7D | +2.8% | +10.0% | -7.2% | +7.1% |
| 30D | -22.8% | +9.6% | -32.4% | -19.5% |
| 3M | -32.4% | -1.2% | -31.2% | -32.6% |
| 6M | -53.4% | +2.8% | -56.2% | -51.2% |
| YTD | -25.9% | +17.4% | -43.3% | -15.8% |
| 1Y | -42.1% | +22.0% | -64.1% | -31.8% |
| All | -42.1% | +22.5% | -64.5% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling