-26.6%
INFY vs VT
+77.9%
-104.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | -2.9% | +0.4% | -3.4% | -3.2% |
| 30D | -6.2% | +1.0% | -7.2% | -6.8% |
| 3M | -4.9% | +2.4% | -7.3% | -6.6% |
| 6M | -16.6% | +12.0% | -28.6% | -23.7% |
| YTD | -32.9% | +15.3% | -48.3% | -40.0% |
| 1Y | -26.9% | +22.6% | -49.5% | -37.7% |
| All | -26.6% | +77.9% | -104.4% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling