+78.9%
INFY vs VTEB
+17.9%
+61.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.1% |
| 7D | -5.4% | -0.9% | -4.5% | -4.4% |
| 30D | -9.9% | -2.5% | -7.3% | -7.4% |
| 3M | -4.6% | -3.0% | -1.6% | -1.5% |
| 6M | -18.5% | -2.1% | -16.3% | -16.6% |
| YTD | -36.5% | -1.5% | -35.0% | -35.5% |
| 1Y | -32.8% | +0.2% | -32.9% | -32.8% |
| 3Y | -32.2% | +8.6% | -40.8% | -38.4% |
| 5Y | -44.7% | +1.2% | -45.9% | -45.3% |
| All | +78.9% | +17.9% | +61.0% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling