+244.0%
EQIX price history and return analytics
+229.8%
+14.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.6% |
| 7D | +0.2% | -1.1% | +1.3% | +1.1% |
| 30D | -2.5% | -1.0% | -1.5% | -1.7% |
| 3M | 0.0% | +3.2% | -3.2% | -2.7% |
| 6M | +7.6% | +12.5% | -4.8% | -2.8% |
| YTD | +37.5% | +14.1% | +23.4% | +22.6% |
| 1Y | +32.9% | +18.9% | +14.0% | +14.2% |
| 3Y | +42.8% | +74.1% | -31.3% | -11.2% |
| 5Y | +35.8% | +66.9% | -31.0% | -13.0% |
| All | +244.0% | +229.8% | +14.2% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling