+169.7%
VEA vs INFY
+165.4%
+4.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.5% |
| 7D | -1.5% | -5.4% | +3.9% | +0.5% |
| 30D | -0.8% | -9.9% | +9.0% | +2.8% |
| 3M | +2.5% | -4.6% | +7.0% | +2.8% |
| 6M | +11.1% | -18.5% | +29.6% | +17.4% |
| YTD | +17.2% | -36.5% | +53.7% | +34.7% |
| 1Y | +24.5% | -32.8% | +57.3% | +39.0% |
| 3Y | +75.4% | -32.2% | +107.6% | +90.7% |
| 5Y | +61.1% | -44.7% | +105.8% | +85.9% |
| 10Y | +163.1% | +82.3% | +80.8% | +73.6% |
| All | +169.7% | +165.4% | +4.3% | +8.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling