+5.1%
VUG vs EQIX
+32.7%
-27.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.5% |
| 7D | +2.5% | +4.1% | -1.5% | +1.6% |
| 30D | -6.3% | +5.8% | -12.1% | -7.2% |
| 3M | -6.0% | -1.4% | -4.6% | -6.2% |
| 6M | -3.5% | -1.2% | -2.3% | -3.9% |
| YTD | +3.9% | +39.6% | -35.7% | -1.3% |
| 1Y | +5.1% | +36.8% | -31.7% | 0.0% |
| All | +5.1% | +32.7% | -27.6% | 0.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling