+322.1%
IVV vs EQIX
+240.6%
+81.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -0.4% | +2.3% | -2.7% | -1.2% |
| 30D | -1.4% | +0.4% | -1.8% | -1.6% |
| 3M | +3.7% | -1.1% | +4.8% | +3.7% |
| 6M | +13.0% | +11.5% | +1.6% | +8.2% |
| YTD | +12.4% | +38.2% | -25.8% | -1.0% |
| 1Y | +18.6% | +36.7% | -18.1% | +4.6% |
| 3Y | +78.1% | +44.1% | +34.0% | +50.8% |
| 5Y | +82.3% | +34.8% | +47.4% | +54.5% |
| 10Y | +322.1% | +248.8% | +73.3% | +163.4% |
| All | +322.1% | +240.6% | +81.5% | +163.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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