+3,722.5%
VRTX vs PLUG
-99.1%
+3,821.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.4% | -6.6% | +0.3% |
| 7D | -2.1% | +5.8% | -7.9% | -2.6% |
| 30D | +8.2% | -18.5% | +26.7% | +9.8% |
| 3M | +13.0% | -30.0% | +43.0% | +15.9% |
| 6M | +27.9% | -56.2% | +84.1% | +35.2% |
| YTD | +20.7% | -26.4% | +47.1% | +20.8% |
| 1Y | +31.4% | -42.2% | +73.7% | +33.8% |
| 3Y | +41.8% | -76.8% | +118.7% | +40.0% |
| 5Y | +183.7% | -96.2% | +279.9% | +212.1% |
| 10Y | +592.9% | +2.1% | +590.8% | +388.6% |
| All | +3,722.5% | -99.1% | +3,821.5% | +2,253.2% |
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 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