+400.6%
INFY vs VNQ
+386.3%
+14.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.7% | +1.1% |
| 7D | -5.4% | -1.3% | -4.1% | -4.7% |
| 30D | -9.9% | -2.6% | -7.3% | -8.6% |
| 3M | -4.6% | -2.0% | -2.5% | -3.3% |
| 6M | -18.5% | +4.3% | -22.8% | -20.3% |
| YTD | -36.5% | +9.2% | -45.8% | -39.5% |
| 1Y | -32.8% | +5.6% | -38.4% | -34.8% |
| 3Y | -32.2% | +30.8% | -63.0% | -42.2% |
| 5Y | -44.7% | +8.0% | -52.7% | -48.2% |
| 10Y | +82.3% | +63.7% | +18.6% | +32.6% |
| All | +400.6% | +386.3% | +14.4% | +93.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling