+43.5%
EQIX vs VMC
+17.4%
+26.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.3% | +3.4% | +1.2% |
| 7D | +2.3% | -5.3% | +7.7% | +4.0% |
| 30D | +0.4% | -12.3% | +12.7% | +4.4% |
| 3M | -1.1% | -10.3% | +9.2% | +1.6% |
| 6M | +11.5% | -8.6% | +20.0% | +13.5% |
| YTD | +38.2% | -11.9% | +50.1% | +41.8% |
| 1Y | +36.7% | -13.9% | +50.6% | +41.2% |
| All | +43.5% | +17.4% | +26.1% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 3y: compounded portfolio wealth divided by compounded VMC 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…
3y analysis · Full analysis span regression · 6 months rolling