+795.3%
VRTX vs EQIX
+246.9%
+548.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -2.0% |
| 7D | +0.8% | -0.8% | +1.6% | +0.9% |
| 30D | +12.6% | -1.4% | +14.1% | +12.8% |
| 3M | +23.6% | -4.4% | +28.1% | +24.3% |
| 6M | +14.3% | +7.9% | +6.3% | +12.6% |
| YTD | +20.5% | +37.3% | -16.8% | +14.2% |
| 1Y | +37.6% | +37.8% | -0.2% | +30.2% |
| 3Y | +55.5% | +42.0% | +13.6% | +45.4% |
| 5Y | +175.7% | +29.6% | +146.1% | +158.9% |
| 10Y | +474.2% | +238.3% | +235.9% | +364.6% |
| All | +795.3% | +246.9% | +548.4% | +464.7% |
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 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