+800.0%
VGT vs INFY
+80.1%
+719.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.6% |
| 7D | -0.2% | -5.4% | +5.2% | +1.9% |
| 30D | -0.4% | -9.9% | +9.4% | +3.4% |
| 3M | +4.4% | -4.6% | +9.0% | +4.4% |
| 6M | +32.1% | -18.5% | +50.5% | +40.1% |
| YTD | +28.8% | -36.5% | +65.3% | +51.0% |
| 1Y | +35.3% | -32.8% | +68.1% | +53.2% |
| 3Y | +124.8% | -32.2% | +157.0% | +148.7% |
| 5Y | +137.9% | -44.7% | +182.6% | +185.7% |
| All | +800.0% | +80.1% | +719.9% | +539.0% |
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