+557.4%
VRTX vs PLUG
+6.6%
+550.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.4% | -6.6% | +0.5% |
| 7D | -2.1% | +5.8% | -7.9% | -2.4% |
| 30D | +8.2% | -18.5% | +26.7% | +9.2% |
| 3M | +13.0% | -30.0% | +43.0% | +14.8% |
| 6M | +27.9% | -56.2% | +84.1% | +32.3% |
| YTD | +20.7% | -26.4% | +47.1% | +20.7% |
| 1Y | +31.4% | -42.2% | +73.7% | +32.9% |
| 3Y | +41.8% | -76.8% | +118.7% | +41.4% |
| 5Y | +183.7% | -96.2% | +279.9% | +208.4% |
| All | +557.4% | +6.6% | +550.8% | +439.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling