+34.8%
EQIX vs VO
+42.2%
-7.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.9% |
| 7D | +2.3% | -0.6% | +2.9% | +2.9% |
| 30D | +0.4% | -1.9% | +2.4% | +2.2% |
| 3M | -1.1% | +3.3% | -4.4% | -3.9% |
| 6M | +11.5% | +9.7% | +1.8% | +2.5% |
| YTD | +38.2% | +12.6% | +25.6% | +23.8% |
| 1Y | +36.7% | +13.6% | +23.0% | +21.2% |
| 3Y | +44.1% | +56.8% | -12.7% | -5.7% |
| 5Y | +34.8% | +42.3% | -7.4% | -7.1% |
| All | +34.8% | +42.2% | -7.4% | -7.1% |
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 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