+924.9%
VLO vs INFY
+80.1%
+844.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +0.8% |
| 7D | +5.3% | -5.4% | +10.7% | +7.3% |
| 30D | +18.2% | -9.9% | +28.1% | +22.4% |
| 3M | +53.3% | -4.6% | +57.9% | +53.8% |
| 6M | +70.4% | -18.5% | +88.9% | +80.0% |
| YTD | +143.4% | -36.5% | +179.9% | +180.7% |
| 1Y | +153.0% | -32.8% | +185.7% | +182.2% |
| 3Y | +195.0% | -32.2% | +227.2% | +220.3% |
| 5Y | +618.8% | -44.7% | +663.4% | +727.7% |
| All | +924.9% | +80.1% | +844.8% | +559.7% |
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