+541.7%
INFY vs VO
+814.4%
-272.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.0% |
| 7D | -8.7% | -0.6% | -8.1% | -8.1% |
| 30D | -13.0% | -1.9% | -11.1% | -11.4% |
| 3M | -8.8% | +3.3% | -12.0% | -11.6% |
| 6M | -22.6% | +9.7% | -32.3% | -29.3% |
| YTD | -37.3% | +12.6% | -49.9% | -44.2% |
| 1Y | -33.4% | +13.6% | -47.0% | -41.2% |
| 3Y | -32.3% | +56.8% | -89.1% | -56.6% |
| 5Y | -45.2% | +42.3% | -87.5% | -62.2% |
| 10Y | +80.0% | +199.2% | -119.2% | -43.5% |
| All | +541.7% | +814.4% | -272.7% | -38.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling