+43.8%
EQIX vs VO
+57.7%
-13.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.0% |
| 7D | +1.3% | +0.6% | +0.7% | +0.8% |
| 30D | +0.3% | -1.1% | +1.4% | +1.3% |
| 3M | -1.6% | +4.5% | -6.1% | -5.2% |
| 6M | +12.2% | +11.1% | +1.1% | +2.6% |
| YTD | +38.0% | +13.5% | +24.4% | +23.3% |
| 1Y | +38.9% | +14.5% | +24.4% | +23.1% |
| 3Y | +43.8% | +58.1% | -14.3% | -8.1% |
| All | +43.8% | +57.7% | -13.9% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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