-32.2%
INFY vs VEU
+73.8%
-106.0%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.4% | +1.0% |
| 7D | -5.4% | -1.4% | -4.0% | -4.8% |
| 30D | -9.9% | -0.4% | -9.4% | -9.7% |
| 3M | -4.6% | +2.5% | -7.1% | -6.1% |
| 6M | -18.5% | +11.1% | -29.6% | -23.9% |
| YTD | -36.5% | +16.5% | -53.0% | -42.7% |
| 1Y | -32.8% | +22.9% | -55.7% | -41.5% |
| 3Y | -32.2% | +73.4% | -105.6% | -54.3% |
| All | -32.2% | +73.8% | -106.0% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling