-37.5%
INFY vs VCIT
+3.3%
-40.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.1% |
| 7D | +5.5% | +0.1% | +5.4% | +5.5% |
| 30D | +17.3% | +1.1% | +16.2% | +16.5% |
| 3M | +0.2% | -1.4% | +1.6% | +1.2% |
| 6M | +0.3% | -2.3% | +2.6% | +1.8% |
| YTD | -27.8% | -1.8% | -26.0% | -26.9% |
| 1Y | -23.3% | -1.0% | -22.3% | -22.7% |
| 3Y | -17.8% | +19.3% | -37.1% | -26.6% |
| 5Y | -37.5% | +3.8% | -41.3% | -42.3% |
| All | -37.5% | +3.3% | -40.8% | -42.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling