+191.6%
VRTX vs PLUG
-96.5%
+288.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.0% | +8.5% | -0.3% |
| 7D | +3.2% | -3.2% | +6.4% | +3.3% |
| 30D | +7.4% | -18.7% | +26.2% | +8.0% |
| 3M | +4.6% | -35.3% | +39.9% | +5.8% |
| 6M | +27.5% | -56.2% | +83.7% | +30.0% |
| YTD | +20.9% | -30.7% | +51.6% | +21.0% |
| 1Y | +30.1% | -46.7% | +76.8% | +31.2% |
| 3Y | +46.6% | -61.3% | +108.0% | +43.4% |
| 5Y | +191.6% | -96.6% | +288.2% | +196.1% |
| All | +191.6% | -96.5% | +288.0% | +196.1% |
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 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