+67.7%
V vs EQIX
+31.3%
+36.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -2.9% | +2.3% | -5.2% | -3.5% |
| 30D | +1.9% | +0.4% | +1.4% | +1.6% |
| 3M | +13.2% | -1.1% | +14.3% | +13.1% |
| 6M | +16.7% | +11.5% | +5.3% | +12.7% |
| YTD | +5.4% | +38.2% | -32.8% | -4.9% |
| 1Y | +7.7% | +36.7% | -29.0% | -2.7% |
| 3Y | +52.0% | +44.1% | +7.9% | +33.0% |
| 5Y | +67.7% | +34.8% | +32.9% | +39.6% |
| All | +67.7% | +31.3% | +36.5% | +39.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling