+42.8%
EQIX vs VTR
+132.9%
-90.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.5% |
| 7D | +0.2% | -0.3% | +0.5% | +0.3% |
| 30D | -2.5% | +1.1% | -3.6% | -2.9% |
| 3M | 0.0% | +7.9% | -7.9% | -3.4% |
| 6M | +7.6% | +6.2% | +1.5% | +4.4% |
| YTD | +37.5% | +17.7% | +19.8% | +27.6% |
| 1Y | +32.9% | +32.9% | 0.0% | +16.7% |
| 3Y | +42.8% | +129.7% | -86.9% | -6.5% |
| All | +42.8% | +132.9% | -90.1% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 3y: compounded portfolio wealth divided by compounded VTR 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…
3y analysis · Full analysis span regression · 6 months rolling