+567.3%
VRT vs PLUG
-96.4%
+663.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +7.4% | -3.9% | +2.1% |
| 7D | -21.4% | +5.8% | -27.2% | -22.1% |
| 30D | -25.8% | -18.5% | -7.3% | -22.9% |
| 3M | -33.5% | -30.0% | -3.6% | -29.1% |
| 6M | -49.0% | -56.2% | +7.2% | -41.1% |
| YTD | +12.9% | -26.4% | +39.3% | +16.8% |
| 1Y | 0.0% | -42.2% | +42.3% | +6.9% |
| 3Y | +361.8% | -76.8% | +438.6% | +387.4% |
| All | +567.3% | -96.4% | +663.7% | +1,070.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling