+2,486.9%
VRT vs INFY
+36.2%
+2,450.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.5% | +2.1% | +3.1% |
| 7D | -8.4% | -5.4% | -3.0% | -6.6% |
| 30D | -10.9% | -9.9% | -1.0% | -7.9% |
| 3M | -13.7% | -4.6% | -9.1% | -14.4% |
| 6M | -4.1% | -18.5% | +14.3% | +0.3% |
| YTD | +58.7% | -36.5% | +95.3% | +83.4% |
| 1Y | +89.6% | -32.8% | +122.4% | +111.0% |
| 3Y | +558.1% | -32.2% | +590.3% | +625.7% |
| 5Y | +953.0% | -44.7% | +997.6% | +1,161.4% |
| All | +2,486.9% | +36.2% | +2,450.7% | +1,965.8% |
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 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