+171.0%
INFY vs VCIT
+98.3%
+72.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | -2.9% | -0.3% | -2.6% | -2.8% |
| 30D | -6.2% | -0.8% | -5.5% | -5.9% |
| 3M | -4.9% | -1.0% | -3.9% | -4.5% |
| 6M | -16.6% | -1.8% | -14.7% | -15.9% |
| YTD | -32.9% | -0.7% | -32.2% | -32.7% |
| 1Y | -26.9% | +1.0% | -27.8% | -27.1% |
| 3Y | -26.6% | +18.8% | -45.4% | -31.9% |
| 5Y | -44.1% | +3.5% | -47.5% | -46.0% |
| 10Y | +90.0% | +29.2% | +60.8% | +82.8% |
| All | +171.0% | +98.3% | +72.7% | +253.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling