+161.1%
VEA vs INFY
+80.1%
+81.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.7% |
| 7D | -1.5% | -5.4% | +3.9% | 0.0% |
| 30D | -0.8% | -9.9% | +9.0% | +1.8% |
| 3M | +2.5% | -4.6% | +7.0% | +2.7% |
| 6M | +11.1% | -18.5% | +29.6% | +16.0% |
| YTD | +17.2% | -36.5% | +53.7% | +30.8% |
| 1Y | +24.5% | -32.8% | +57.3% | +35.7% |
| 3Y | +75.4% | -32.2% | +107.6% | +86.9% |
| 5Y | +61.1% | -44.7% | +105.8% | +80.6% |
| All | +161.1% | +80.1% | +81.0% | +97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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