+52.3%
EQIX vs VT
+59.8%
-7.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +0.7% |
| 7D | +1.3% | -0.7% | +2.0% | +2.1% |
| 30D | +3.4% | -1.7% | +5.2% | +5.3% |
| 3M | +3.9% | -2.3% | +6.3% | +6.5% |
| 6M | -0.7% | +1.5% | -2.2% | -2.1% |
| YTD | +41.5% | +12.0% | +29.5% | +26.7% |
| 1Y | +32.9% | +12.9% | +20.0% | +18.1% |
| 3Y | +48.3% | +74.9% | -26.6% | -15.9% |
| 5Y | +52.3% | +59.9% | -7.6% | -9.7% |
| All | +52.3% | +59.8% | -7.4% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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