+1,493.7%
EQIX vs VT
+374.2%
+1,119.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.4% |
| 7D | -0.8% | +0.4% | -1.3% | -1.2% |
| 30D | -1.4% | +1.0% | -2.4% | -2.3% |
| 3M | -4.4% | +2.4% | -6.8% | -6.7% |
| 6M | +7.9% | +12.0% | -4.1% | -3.4% |
| YTD | +37.3% | +15.3% | +21.9% | +19.3% |
| 1Y | +37.8% | +22.6% | +15.2% | +13.0% |
| 3Y | +42.0% | +74.7% | -32.7% | -16.8% |
| 5Y | +29.6% | +66.1% | -36.5% | -20.3% |
| 10Y | +238.3% | +225.0% | +13.3% | +5.2% |
| All | +1,493.7% | +374.2% | +1,119.5% | +233.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling