+120.6%
VLO vs EQIX
+29.1%
+91.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +3.9% | -9.7% | -4.9% |
| 7D | -6.0% | +4.6% | -10.6% | -5.0% |
| 30D | -12.9% | +3.0% | -15.9% | -12.1% |
| 3M | +18.3% | +0.7% | +17.6% | +19.1% |
| 6M | +46.4% | -1.7% | +48.2% | +47.4% |
| YTD | +127.7% | +39.7% | +88.1% | +126.3% |
| 1Y | +120.6% | +29.7% | +90.9% | +135.3% |
| All | +120.6% | +29.1% | +91.5% | +135.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling