+10,793.9%
VLO vs EQIX
+252.9%
+10,541.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.1% | +1.5% |
| 7D | +9.6% | +4.1% | +5.6% | +9.2% |
| 30D | -17.4% | +5.8% | -23.2% | -17.9% |
| 3M | +10.8% | -1.4% | +12.2% | +10.7% |
| 6M | +56.9% | -1.2% | +58.2% | +56.7% |
| YTD | +136.8% | +39.6% | +97.1% | +127.2% |
| 1Y | +120.7% | +36.8% | +83.8% | +112.1% |
| 3Y | +231.9% | +47.3% | +184.7% | +215.0% |
| 5Y | +479.0% | +50.1% | +428.9% | +443.6% |
| 10Y | +792.2% | +293.3% | +498.9% | +648.3% |
| All | +10,793.9% | +252.9% | +10,541.1% | +7,096.2% |
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