-44.1%
VG vs INFY
-40.5%
-3.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.1% | +4.8% | +4.7% |
| 7D | +15.1% | -4.0% | +19.1% | +15.3% |
| 30D | -4.2% | +7.8% | -12.0% | -5.3% |
| 3M | -3.1% | +0.1% | -3.2% | -3.5% |
| 6M | +0.3% | +4.2% | -3.9% | -0.9% |
| YTD | +95.5% | -29.5% | +125.0% | +116.9% |
| 1Y | +64.4% | -26.5% | +91.0% | +72.9% |
| All | -44.1% | -40.5% | -3.5% | -30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling