+2,263.5%
VGT vs INFY
+538.2%
+1,725.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.7% |
| 7D | -0.2% | -5.4% | +5.2% | +1.8% |
| 30D | -0.4% | -9.9% | +9.4% | +3.2% |
| 3M | +4.4% | -4.6% | +9.0% | +4.5% |
| 6M | +32.1% | -18.5% | +50.5% | +39.1% |
| YTD | +28.8% | -36.5% | +65.3% | +47.7% |
| 1Y | +35.3% | -32.8% | +68.1% | +50.9% |
| 3Y | +124.8% | -32.2% | +157.0% | +146.9% |
| 5Y | +137.9% | -44.7% | +182.6% | +179.8% |
| 10Y | +814.2% | +82.3% | +731.9% | +574.9% |
| All | +2,263.5% | +538.2% | +1,725.3% | +894.9% |
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