-91.1%
PLUG vs VTRS
+41.2%
-132.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.6% | +5.7% | +4.9% |
| 7D | +8.1% | -0.1% | +8.3% | +8.1% |
| 30D | +3.7% | +1.9% | +1.8% | +2.7% |
| 3M | -29.2% | +5.1% | -34.2% | -31.4% |
| 6M | +6.1% | +20.1% | -14.0% | -4.9% |
| YTD | +14.7% | +36.6% | -21.8% | -5.6% |
| 1Y | +56.9% | +64.1% | -7.2% | +16.4% |
| 3Y | -71.6% | +86.4% | -158.0% | -81.3% |
| All | -91.1% | +41.2% | -132.2% | -94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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