+10,880.5%
VLO vs EQIX
+248.6%
+10,631.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.5% | +2.8% | +3.2% |
| 7D | +5.8% | +1.3% | +4.4% | +5.6% |
| 30D | +28.3% | +0.3% | +28.0% | +28.3% |
| 3M | +48.7% | -1.6% | +50.3% | +48.8% |
| 6M | +71.9% | +12.2% | +59.7% | +69.4% |
| YTD | +138.7% | +38.0% | +100.7% | +129.6% |
| 1Y | +148.5% | +38.9% | +109.5% | +138.7% |
| 3Y | +192.7% | +43.8% | +148.8% | +178.7% |
| 5Y | +601.6% | +30.4% | +571.3% | +569.2% |
| 10Y | +900.2% | +238.6% | +661.6% | +752.6% |
| All | +10,880.5% | +248.6% | +10,631.9% | +7,173.3% |
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 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