+1,917.9%
VRT vs PLUG
-22.7%
+1,940.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.4% | +6.2% | +9.0% |
| 7D | -10.6% | +14.5% | -25.1% | -12.5% |
| 30D | -17.4% | -10.7% | -6.7% | -15.7% |
| 3M | -26.4% | -31.2% | +4.8% | -21.6% |
| 6M | -41.0% | -51.9% | +10.9% | -33.6% |
| YTD | +23.8% | -23.9% | +47.7% | +26.9% |
| 1Y | +11.6% | -43.4% | +55.0% | +19.1% |
| 3Y | +403.5% | -74.7% | +478.2% | +409.5% |
| 5Y | +647.0% | -96.3% | +743.4% | +928.9% |
| All | +1,917.9% | -22.7% | +1,940.6% | +1,541.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling