+57.5%
VT vs EQIX
+50.1%
+7.5%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.3% |
| 7D | +2.4% | +4.1% | -1.7% | +1.1% |
| 30D | -1.5% | +5.8% | -7.3% | -3.3% |
| 3M | -4.1% | -1.4% | -2.7% | -3.9% |
| 6M | +0.6% | -1.2% | +1.8% | +0.4% |
| YTD | +11.0% | +39.6% | -28.6% | -1.4% |
| 1Y | +13.3% | +36.8% | -23.5% | +1.3% |
| 3Y | +73.4% | +47.3% | +26.1% | +47.7% |
| All | +57.5% | +50.1% | +7.5% | +28.9% |
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