-23.3%
INFY vs VO
+16.3%
-39.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.0% |
| 7D | +1.2% | +1.0% | +0.3% | +0.5% |
| 30D | +13.8% | +2.6% | +11.1% | +11.7% |
| 3M | -2.9% | -0.3% | -2.6% | -2.9% |
| 6M | +2.2% | +7.6% | -5.4% | -3.5% |
| YTD | -29.8% | +14.7% | -44.6% | -36.3% |
| 1Y | -23.3% | +16.4% | -39.7% | -31.1% |
| All | -23.3% | +16.3% | -39.6% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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