+769.3%
VST vs PLUG
-91.8%
+861.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.8% | +0.7% | +3.2% |
| 7D | +8.9% | -0.9% | +9.8% | +9.0% |
| 30D | +6.2% | +3.3% | +2.9% | +5.8% |
| 3M | -2.7% | -39.7% | +37.0% | +1.7% |
| 6M | -8.4% | -12.5% | +4.1% | -8.3% |
| YTD | -7.2% | +10.2% | -17.4% | -10.0% |
| 1Y | -20.9% | +50.7% | -71.6% | -26.6% |
| 3Y | +384.0% | -74.5% | +458.5% | +387.1% |
| All | +769.3% | -91.8% | +861.2% | +800.9% |
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