-44.6%
VG vs INFY
-40.5%
-4.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +14.0% | -1.7% | +15.6% | +14.0% |
| 30D | -1.0% | +7.1% | -8.0% | -2.0% |
| 3M | -2.7% | -1.0% | -1.7% | -3.0% |
| 6M | +1.5% | +5.9% | -4.4% | -0.1% |
| YTD | +93.7% | -29.5% | +123.2% | +114.9% |
| 1Y | +68.5% | -26.0% | +94.5% | +76.1% |
| All | -44.6% | -40.5% | -4.0% | -30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling