+361.8%
VRT vs PLUG
-78.4%
+440.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +7.4% | -3.9% | +2.6% |
| 7D | -21.4% | +5.8% | -27.2% | -21.8% |
| 30D | -25.8% | -18.5% | -7.3% | -24.0% |
| 3M | -33.5% | -30.0% | -3.6% | -30.8% |
| 6M | -49.0% | -56.2% | +7.2% | -44.4% |
| YTD | +12.9% | -26.4% | +39.3% | +16.5% |
| 1Y | 0.0% | -42.2% | +42.3% | +4.9% |
| 3Y | +361.8% | -76.8% | +438.6% | +357.1% |
| All | +361.8% | -78.4% | +440.2% | +357.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling