+170.2%
VEA vs EQIX
+1,496.6%
-1,326.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | +0.3% | +2.3% | -2.0% | -0.5% |
| 30D | +0.4% | +0.4% | 0.0% | +0.2% |
| 3M | +4.8% | -1.1% | +5.9% | +4.9% |
| 6M | +11.3% | +11.5% | -0.2% | +6.8% |
| YTD | +17.4% | +38.2% | -20.8% | +4.2% |
| 1Y | +26.2% | +36.7% | -10.5% | +12.2% |
| 3Y | +77.7% | +44.1% | +33.7% | +51.9% |
| 5Y | +60.9% | +34.8% | +26.1% | +37.6% |
| 10Y | +163.6% | +248.8% | -85.2% | +51.2% |
| All | +170.2% | +1,496.6% | -1,326.4% | -31.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling