+470.2%
VRTX vs PLUG
+43.7%
+426.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -5.0% | -2.3% |
| 7D | +0.8% | -0.9% | +1.7% | +0.9% |
| 30D | +12.6% | +3.3% | +9.3% | +12.4% |
| 3M | +23.6% | -39.7% | +63.4% | +26.4% |
| 6M | +14.3% | -12.5% | +26.8% | +14.1% |
| YTD | +20.5% | +10.2% | +10.3% | +18.4% |
| 1Y | +37.6% | +50.7% | -13.1% | +31.3% |
| 3Y | +55.5% | -74.5% | +130.0% | +55.1% |
| 5Y | +175.7% | -91.8% | +267.5% | +185.7% |
| All | +470.2% | +43.7% | +426.5% | +361.1% |
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 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