+50.7%
EQIX vs VLTO
+54.8%
-4.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.1% | +1.5% |
| 7D | -0.1% | +5.4% | -5.5% | -0.9% |
| 30D | -1.8% | +22.3% | -24.2% | -5.2% |
| 3M | -3.4% | +19.6% | -23.0% | -6.3% |
| 6M | -6.0% | +35.2% | -41.2% | -11.6% |
| YTD | +34.2% | +17.9% | +16.3% | +30.5% |
| 1Y | +26.2% | +19.5% | +6.7% | +22.0% |
| 3Y | +41.7% | +73.9% | -32.2% | +26.2% |
| All | +50.7% | +54.8% | -4.1% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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