+377.4%
VT vs EQIX
+1,451.4%
-1,073.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.2% |
| 7D | +0.4% | -0.8% | +1.3% | +0.7% |
| 30D | +1.0% | -1.4% | +2.4% | +1.4% |
| 3M | +2.4% | -4.4% | +6.8% | +3.7% |
| 6M | +12.0% | +7.9% | +4.1% | +8.4% |
| YTD | +15.3% | +37.3% | -21.9% | +1.6% |
| 1Y | +22.6% | +37.8% | -15.2% | +7.5% |
| 3Y | +74.7% | +42.0% | +32.7% | +48.3% |
| 5Y | +66.1% | +29.6% | +36.5% | +42.7% |
| 10Y | +225.0% | +238.3% | -13.3% | +83.9% |
| All | +377.4% | +1,451.4% | -1,073.9% | +9.8% |
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