+654.4%
VRT vs EQIX
+50.1%
+604.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.8% | -1.8% | -2.3% |
| 7D | +10.5% | +4.1% | +6.4% | +7.5% |
| 30D | -9.3% | +5.8% | -15.1% | -12.6% |
| 3M | -29.6% | -1.4% | -28.2% | -28.3% |
| 6M | -45.4% | -1.2% | -44.1% | -44.8% |
| YTD | +24.8% | +39.6% | -14.8% | -3.6% |
| 1Y | +23.6% | +36.8% | -13.2% | -3.0% |
| 3Y | +379.7% | +47.3% | +332.4% | +255.0% |
| All | +654.4% | +50.1% | +604.3% | +424.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling