-20.4%
INFY vs VNQ
+11.6%
-32.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.8% | +6.4% | +5.7% |
| 7D | +4.9% | +2.5% | +2.4% | +3.0% |
| 30D | +21.3% | +7.0% | +14.3% | +15.7% |
| 3M | +2.6% | -1.9% | +4.4% | +3.7% |
| 6M | +4.9% | +2.3% | +2.7% | +4.3% |
| YTD | -26.6% | +11.8% | -38.5% | -29.4% |
| 1Y | -20.4% | +11.9% | -32.2% | -23.3% |
| All | -20.4% | +11.6% | -32.0% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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