+783.0%
VRTX vs EQIX
+252.9%
+530.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.0% | -0.5% |
| 7D | -1.6% | +4.1% | -5.6% | -2.2% |
| 30D | +8.0% | +5.8% | +2.2% | +7.0% |
| 3M | +4.3% | -1.4% | +5.7% | +4.3% |
| 6M | +18.9% | -1.2% | +20.1% | +18.7% |
| YTD | +18.8% | +39.6% | -20.8% | +12.1% |
| 1Y | +24.0% | +36.8% | -12.9% | +17.3% |
| 3Y | +42.1% | +47.3% | -5.1% | +32.0% |
| 5Y | +187.6% | +50.1% | +137.4% | +163.7% |
| 10Y | +485.4% | +293.3% | +192.2% | +363.2% |
| All | +783.0% | +252.9% | +530.1% | +454.6% |
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