+193.8%
VLO vs EQIX
+43.4%
+150.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | +6.2% | +2.3% | +3.9% | +6.0% |
| 30D | +23.5% | +0.4% | +23.0% | +23.4% |
| 3M | +53.9% | -1.1% | +55.0% | +53.8% |
| 6M | +81.7% | +11.5% | +70.2% | +77.9% |
| YTD | +142.5% | +38.2% | +104.2% | +127.2% |
| 1Y | +145.4% | +36.7% | +108.8% | +130.5% |
| All | +193.8% | +43.4% | +150.5% | +166.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling