+31.2%
VCIT vs EQIX
+293.0%
-261.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | 0.0% |
| 7D | -1.4% | +4.1% | -5.5% | -1.7% |
| 30D | +0.6% | +5.8% | -5.2% | +0.1% |
| 3M | -2.2% | -1.4% | -0.8% | -2.2% |
| 6M | -2.3% | -1.2% | -1.1% | -2.4% |
| YTD | -2.2% | +39.6% | -41.8% | -4.7% |
| 1Y | -1.4% | +36.8% | -38.2% | -3.7% |
| 3Y | +18.7% | +47.3% | -28.5% | +14.7% |
| 5Y | +3.6% | +50.1% | -46.5% | -0.9% |
| All | +31.2% | +293.0% | -261.8% | +19.8% |
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