+40.3%
EQIX vs VSXY
+37.5%
+2.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.1% | -1.7% | +1.1% |
| 7D | +0.2% | +0.1% | 0.0% | +0.1% |
| 30D | -2.5% | -18.7% | +16.2% | -0.9% |
| 3M | 0.0% | -4.0% | +3.9% | -0.1% |
| 6M | +7.6% | +67.5% | -59.8% | +1.0% |
| YTD | +37.5% | +39.7% | -2.1% | +30.7% |
| 1Y | +32.9% | +180.0% | -147.1% | +17.3% |
| 3Y | +42.8% | +337.3% | -294.5% | +14.6% |
| 5Y | +35.8% | +22.7% | +13.2% | +19.3% |
| All | +40.3% | +37.5% | +2.8% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 10y: compounded portfolio wealth divided by compounded VSXY 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…
10y analysis · Full analysis span regression · 6 months rolling