+494.6%
VRTX vs PLUG
-2.2%
+496.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.6% | -0.1% |
| 7D | -0.4% | -6.8% | +6.5% | -0.1% |
| 30D | +7.9% | -16.0% | +23.9% | +8.7% |
| 3M | +3.3% | -38.7% | +42.0% | +5.5% |
| 6M | +25.7% | -61.4% | +87.1% | +30.9% |
| YTD | +20.7% | -31.0% | +51.6% | +21.1% |
| 1Y | +27.4% | -46.2% | +73.7% | +29.3% |
| 3Y | +46.4% | -61.5% | +107.9% | +41.9% |
| 5Y | +194.3% | -96.9% | +291.2% | +224.3% |
| 10Y | +494.6% | -7.5% | +502.1% | +404.6% |
| All | +494.6% | -2.2% | +496.8% | +404.6% |
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 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