-33.4%
INFY vs VLTO
-10.5%
-22.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.2% | +0.6% |
| 7D | -9.8% | -4.5% | -5.2% | -7.3% |
| 30D | -13.4% | -4.6% | -8.8% | -11.0% |
| 3M | -7.2% | +13.3% | -20.5% | -11.9% |
| 6M | -20.6% | +2.1% | -22.7% | -20.8% |
| YTD | -37.5% | -6.1% | -31.4% | -34.8% |
| 1Y | -33.4% | -11.4% | -22.0% | -30.0% |
| All | -33.4% | -10.5% | -22.8% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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