+60.5%
VZ vs PLUG
+43.7%
+16.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.7% | -0.9% |
| 7D | +0.1% | -0.9% | +1.0% | +0.1% |
| 30D | +7.9% | +3.3% | +4.6% | +7.8% |
| 3M | +13.6% | -39.7% | +53.4% | +14.5% |
| 6M | +1.1% | -12.5% | +13.6% | +1.0% |
| YTD | +29.3% | +10.2% | +19.1% | +28.4% |
| 1Y | +21.2% | +50.7% | -29.5% | +19.0% |
| 3Y | +75.9% | -74.5% | +150.4% | +75.4% |
| 5Y | +24.1% | -91.8% | +115.9% | +25.0% |
| All | +60.5% | +43.7% | +16.8% | +42.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling