+3,690.4%
VRTX vs PLUG
-99.1%
+3,789.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.5% | +6.3% | -0.6% |
| 7D | +0.5% | -4.9% | +5.4% | +0.8% |
| 30D | +8.0% | -27.4% | +35.4% | +10.6% |
| 3M | +11.9% | -35.7% | +47.6% | +15.5% |
| 6M | +27.8% | -59.3% | +87.2% | +35.9% |
| YTD | +19.7% | -31.5% | +51.1% | +20.5% |
| 1Y | +30.1% | -48.9% | +79.0% | +33.7% |
| 3Y | +44.2% | -79.6% | +123.8% | +43.9% |
| 5Y | +181.3% | -96.5% | +277.8% | +211.3% |
| 10Y | +587.1% | -4.9% | +592.0% | +387.3% |
| All | +3,690.4% | -99.1% | +3,789.5% | +2,247.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling