+348.4%
VZ vs EQIX
+251.6%
+96.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.6% |
| 7D | +2.4% | +3.5% | -1.1% | +2.1% |
| 30D | +11.2% | +2.3% | +8.9% | +10.9% |
| 3M | 0.0% | +1.1% | -1.1% | -0.2% |
| 6M | +1.3% | -1.1% | +2.4% | +1.2% |
| YTD | +21.3% | +39.1% | -17.9% | +18.2% |
| 1Y | +23.9% | +29.5% | -5.6% | +21.4% |
| 3Y | +57.7% | +45.8% | +11.9% | +52.5% |
| 5Y | +21.2% | +48.4% | -27.2% | +16.5% |
| 10Y | +70.6% | +285.1% | -214.5% | +53.2% |
| All | +348.4% | +251.6% | +96.9% | +276.8% |
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