-33.4%
INFY vs VCIT
+0.1%
-33.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.6% |
| 7D | -8.7% | -0.2% | -8.5% | -8.5% |
| 30D | -13.0% | -0.5% | -12.5% | -12.4% |
| 3M | -8.8% | -0.9% | -7.8% | -8.0% |
| 6M | -22.6% | -1.9% | -20.6% | -21.7% |
| YTD | -37.3% | -1.0% | -36.4% | -36.8% |
| 1Y | -33.4% | +0.2% | -33.6% | -31.2% |
| All | -33.4% | +0.1% | -33.5% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling