-91.0%
PLUG vs VTR
+91.4%
-182.4%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.6% | +4.4% |
| 7D | +8.1% | -2.4% | +10.5% | +9.8% |
| 30D | +3.7% | -3.7% | +7.4% | +6.0% |
| 3M | -29.2% | +13.5% | -42.7% | -37.2% |
| 6M | +6.1% | +7.2% | -1.1% | -2.5% |
| YTD | +14.7% | +17.6% | -2.8% | -2.6% |
| 1Y | +56.9% | +35.4% | +21.6% | +16.3% |
| 3Y | -71.6% | +132.8% | -204.5% | -88.7% |
| 5Y | -91.0% | +88.7% | -179.7% | -95.9% |
| All | -91.0% | +91.4% | -182.4% | -95.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling