+297.8%
VTI vs EQIX
+246.8%
+51.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.3% |
| 7D | -0.9% | +0.2% | -1.1% | -1.0% |
| 30D | -1.4% | -2.5% | +1.0% | -0.6% |
| 3M | +3.6% | 0.0% | +3.6% | +3.2% |
| 6M | +13.6% | +7.6% | +6.0% | +10.1% |
| YTD | +12.9% | +37.5% | -24.6% | -0.5% |
| 1Y | +17.2% | +32.9% | -15.7% | +4.4% |
| 3Y | +75.7% | +42.8% | +32.9% | +49.2% |
| 5Y | +75.4% | +35.8% | +39.6% | +48.2% |
| All | +297.8% | +246.8% | +51.0% | +150.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling