+3,715.7%
VRTX vs PLUG
-98.6%
+3,814.3%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.2% |
| 3M | +23.6% | -39.7% | +63.4% | +28.1% |
| 6M | +14.3% | -12.5% | +26.8% | +14.0% |
| YTD | +20.5% | +10.2% | +10.3% | +17.1% |
| 1Y | +37.6% | +50.7% | -13.1% | +28.0% |
| 3Y | +55.5% | -74.5% | +130.0% | +52.6% |
| 5Y | +175.7% | -91.8% | +267.5% | +183.8% |
| 10Y | +474.2% | +43.7% | +430.5% | +294.8% |
| All | +3,715.7% | -98.6% | +3,814.3% | +2,180.8% |
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