+318.8%
VWO vs EQIX
+3,168.0%
-2,849.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -0.8% |
| 7D | -1.7% | -1.6% | -0.1% | -1.1% |
| 30D | -0.3% | -0.4% | +0.1% | -0.3% |
| 3M | +4.0% | -0.9% | +4.9% | +3.9% |
| 6M | +8.1% | +8.1% | 0.0% | +4.4% |
| YTD | +11.6% | +35.7% | -24.0% | -1.9% |
| 1Y | +16.2% | +34.0% | -17.7% | +2.4% |
| 3Y | +63.3% | +41.4% | +21.8% | +37.1% |
| 5Y | +33.4% | +34.0% | -0.7% | +10.9% |
| 10Y | +113.3% | +242.4% | -129.0% | +12.0% |
| All | +318.8% | +3,168.0% | -2,849.2% | -25.0% |
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 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