-19.4%
INFY vs VLTO
+70.6%
-90.0%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.3% |
| 7D | -1.7% | +1.0% | -2.7% | -2.1% |
| 30D | +7.1% | +17.5% | -10.4% | -0.5% |
| 3M | -1.0% | +21.4% | -22.4% | -9.3% |
| 6M | +5.9% | +38.1% | -32.3% | -7.8% |
| YTD | -29.5% | +19.0% | -48.6% | -35.0% |
| 1Y | -26.0% | +20.7% | -46.6% | -32.1% |
| 3Y | -19.4% | +64.3% | -83.7% | -28.3% |
| All | -19.4% | +70.6% | -90.0% | -28.3% |
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