+103.3%
VLO vs PLUG
-48.8%
+152.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.4% | -0.5% | +2.9% |
| 7D | -6.5% | +14.5% | -21.0% | -6.9% |
| 30D | -17.8% | -10.7% | -7.0% | -17.5% |
| 3M | +19.6% | -31.2% | +50.8% | +21.1% |
| 6M | +49.3% | -51.9% | +101.2% | +52.1% |
| YTD | +122.4% | -23.9% | +146.2% | +118.0% |
| All | +103.3% | -48.8% | +152.1% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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