-31.1%
INFY vs VLTO
+25.1%
-56.2%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -0.9% | -1.5% |
| 7D | -8.7% | -2.6% | -6.1% | -7.7% |
| 30D | -13.0% | -2.5% | -10.5% | -12.1% |
| 3M | -8.8% | +10.1% | -18.9% | -11.6% |
| 6M | -22.6% | +1.0% | -23.6% | -22.8% |
| YTD | -37.3% | -4.8% | -32.6% | -36.3% |
| 1Y | -33.4% | -9.3% | -24.0% | -31.4% |
| All | -31.1% | +25.1% | -56.2% | -32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling