+77.4%
VUG vs EQIX
+36.3%
+41.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +0.1% | +2.3% | -2.2% | -0.8% |
| 30D | -1.7% | +0.4% | -2.1% | -2.0% |
| 3M | +2.8% | -1.1% | +3.9% | +2.8% |
| 6M | +13.6% | +11.5% | +2.1% | +8.1% |
| YTD | +8.1% | +38.2% | -30.1% | -6.7% |
| 1Y | +13.1% | +36.7% | -23.6% | -2.2% |
| 3Y | +87.0% | +44.1% | +42.9% | +53.8% |
| All | +77.4% | +36.3% | +41.2% | +38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling