-97.3%
PLUG vs VTRS
+81.4%
-178.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +0.7% | -11.2% | -10.8% |
| 7D | -23.4% | +4.6% | -28.0% | -25.0% |
| 30D | -23.4% | +19.4% | -42.8% | -29.4% |
| 3M | -51.7% | +30.8% | -82.5% | -57.4% |
| 6M | -72.0% | +21.6% | -93.6% | -74.7% |
| YTD | -43.7% | +71.2% | -114.8% | -58.2% |
| 1Y | -55.4% | +97.6% | -153.0% | -69.4% |
| 3Y | -68.0% | +163.9% | -231.9% | -82.0% |
| All | -97.3% | +81.4% | -178.8% | -98.6% |
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