+470.4%
VRTX vs PLUG
-25.0%
+495.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -10.5% | +9.7% | -0.2% |
| 7D | -1.6% | -23.4% | +21.9% | -0.3% |
| 30D | +8.0% | -23.4% | +31.5% | +9.3% |
| 3M | +4.3% | -51.7% | +56.0% | +7.8% |
| 6M | +18.9% | -72.0% | +90.9% | +25.7% |
| YTD | +18.8% | -43.7% | +62.5% | +20.3% |
| 1Y | +24.0% | -55.4% | +79.4% | +26.9% |
| 3Y | +42.1% | -68.0% | +110.2% | +38.9% |
| 5Y | +187.6% | -97.4% | +285.0% | +219.6% |
| All | +470.4% | -25.0% | +495.4% | +382.2% |
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