+231.9%
VLO vs EQIX
+47.7%
+184.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.1% | +1.4% |
| 7D | +9.6% | +4.1% | +5.6% | +9.3% |
| 30D | -17.4% | +5.8% | -23.2% | -17.7% |
| 3M | +10.8% | -1.4% | +12.2% | +10.9% |
| 6M | +56.9% | -1.2% | +58.2% | +57.0% |
| YTD | +136.8% | +39.6% | +97.1% | +122.0% |
| 1Y | +120.7% | +36.8% | +83.8% | +107.8% |
| 3Y | +231.9% | +47.3% | +184.7% | +192.7% |
| All | +231.9% | +47.7% | +184.3% | +192.7% |
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