+54.3%
VXUS vs EQIX
+31.3%
+23.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | +0.3% | +2.3% | -2.1% | -0.3% |
| 30D | +0.7% | +0.4% | +0.2% | +0.5% |
| 3M | +4.8% | -1.1% | +5.9% | +4.8% |
| 6M | +11.3% | +11.5% | -0.1% | +7.8% |
| YTD | +16.5% | +38.2% | -21.7% | +6.0% |
| 1Y | +24.3% | +36.7% | -12.4% | +13.2% |
| 3Y | +74.5% | +44.1% | +30.4% | +53.9% |
| 5Y | +54.3% | +34.8% | +19.5% | +30.1% |
| All | +54.3% | +31.3% | +23.1% | +30.1% |
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