+905.2%
VRT vs PLUG
-91.8%
+997.1%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.8% | +1.5% | +3.8% |
| 7D | +9.1% | -0.9% | +10.0% | +9.3% |
| 30D | +0.9% | +3.3% | -2.4% | +0.2% |
| 3M | -13.4% | -39.7% | +26.3% | -5.6% |
| 6M | +11.7% | -12.5% | +24.2% | +13.1% |
| YTD | +73.2% | +10.2% | +63.1% | +66.3% |
| 1Y | +123.4% | +50.7% | +72.7% | +95.7% |
| 3Y | +606.2% | -74.5% | +680.7% | +655.0% |
| All | +905.2% | -91.8% | +997.1% | +1,321.9% |
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