-23.3%
INFY vs VTR
+22.5%
-45.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.5% | +0.1% | +2.2% |
| 7D | +1.2% | +10.0% | -8.8% | -0.3% |
| 30D | +13.8% | +9.6% | +4.1% | +12.4% |
| 3M | -2.9% | -1.2% | -1.6% | -3.1% |
| 6M | +2.2% | +2.8% | -0.7% | +1.8% |
| YTD | -29.8% | +17.4% | -47.2% | -29.4% |
| 1Y | -23.3% | +22.0% | -45.3% | -24.0% |
| All | -23.3% | +22.5% | -45.8% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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