+349.1%
VT vs EQIX
+1,416.5%
-1,067.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.3% |
| 7D | -2.3% | -0.1% | -2.2% | -2.3% |
| 30D | -5.0% | -1.8% | -3.1% | -4.4% |
| 3M | -4.9% | -3.4% | -1.5% | -4.0% |
| 6M | -1.5% | -6.0% | +4.5% | +0.1% |
| YTD | +8.5% | +34.2% | -25.7% | -3.8% |
| 1Y | +11.4% | +26.2% | -14.9% | +0.9% |
| 3Y | +70.1% | +41.7% | +28.4% | +44.5% |
| 5Y | +53.7% | +43.1% | +10.7% | +27.2% |
| 10Y | +220.0% | +260.8% | -40.8% | +76.3% |
| All | +349.1% | +1,416.5% | -1,067.5% | +3.9% |
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 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