+52.8%
EQIX vs VO
+37.2%
+15.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +1.2% |
| 7D | +7.6% | +2.9% | +4.6% | +4.8% |
| 30D | +5.2% | +1.0% | +4.2% | +4.5% |
| 3M | +0.8% | -1.7% | +2.5% | +2.6% |
| 6M | +0.2% | +6.7% | -6.5% | -5.3% |
| YTD | +42.2% | +14.0% | +28.2% | +26.0% |
| 1Y | +34.7% | +13.7% | +21.1% | +19.7% |
| 3Y | +49.0% | +65.8% | -16.8% | -7.7% |
| 5Y | +52.8% | +36.6% | +16.2% | +7.0% |
| All | +52.8% | +37.2% | +15.7% | +7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling