+948.7%
VTI vs EQIX
+3,550.1%
-2,601.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -0.4% | +2.3% | -2.7% | -0.6% |
| 30D | -1.6% | +0.4% | -2.0% | -1.7% |
| 3M | +3.6% | -1.1% | +4.7% | +3.6% |
| 6M | +13.0% | +11.5% | +1.6% | +11.3% |
| YTD | +12.7% | +38.2% | -25.5% | +7.8% |
| 1Y | +18.4% | +36.7% | -18.3% | +13.3% |
| 3Y | +76.4% | +44.1% | +32.4% | +67.1% |
| 5Y | +73.7% | +34.8% | +38.9% | +65.0% |
| 10Y | +302.5% | +248.8% | +53.7% | +242.7% |
| All | +948.7% | +3,550.1% | -2,601.4% | +593.6% |
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