+233.0%
EQIX vs VTRS
+102.2%
+130.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.7% |
| 7D | -1.6% | -3.3% | +1.7% | -0.9% |
| 30D | -0.4% | +1.4% | -1.7% | -0.7% |
| 3M | -0.9% | +4.6% | -5.6% | -2.3% |
| 6M | +8.1% | +18.1% | -9.9% | +3.3% |
| YTD | +35.7% | +34.7% | +1.0% | +25.2% |
| 1Y | +34.0% | +65.6% | -31.7% | +17.3% |
| 3Y | +41.4% | +83.8% | -42.4% | +17.8% |
| 5Y | +34.0% | +46.5% | -12.5% | +14.7% |
| 10Y | +242.4% | -48.6% | +290.9% | +246.4% |
| All | +233.0% | +102.2% | +130.8% | +116.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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