+346.3%
VRT vs PLUG
-79.9%
+426.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -7.5% | -6.5% | -13.1% |
| 7D | -28.1% | -4.9% | -23.2% | -27.7% |
| 30D | -30.2% | -27.4% | -2.8% | -27.5% |
| 3M | -36.4% | -35.7% | -0.7% | -33.1% |
| 6M | -48.2% | -59.3% | +11.2% | -42.9% |
| YTD | +9.2% | -31.5% | +40.6% | +13.6% |
| 1Y | -7.2% | -48.9% | +41.6% | -1.4% |
| All | +346.3% | -79.9% | +426.2% | +345.6% |
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 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