-40.3%
INFY vs VSXY
+37.5%
-77.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.1% | -1.6% | +1.2% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -9.9% | -18.7% | +8.8% | -8.6% |
| 3M | -4.6% | -4.0% | -0.6% | -4.6% |
| 6M | -18.5% | +67.5% | -85.9% | -23.1% |
| YTD | -36.5% | +39.7% | -76.2% | -39.4% |
| 1Y | -32.8% | +180.0% | -212.7% | -40.2% |
| 3Y | -32.2% | +337.3% | -369.5% | -45.7% |
| 5Y | -44.7% | +22.7% | -67.3% | -49.7% |
| All | -40.3% | +37.5% | -77.9% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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