+3.5%
VRT vs PLUG
-53.4%
+56.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -9.0% | +5.9% | -0.8% |
| 7D | -17.7% | -3.2% | -14.5% | -16.9% |
| 30D | -20.0% | -18.7% | -1.3% | -15.9% |
| 3M | -28.1% | -35.3% | +7.2% | -20.4% |
| 6M | -42.8% | -56.2% | +13.4% | -32.4% |
| YTD | +20.0% | -30.7% | +50.7% | +34.5% |
| 1Y | +3.5% | -46.7% | +50.2% | +15.3% |
| All | +3.5% | -53.4% | +56.9% | +15.3% |
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