+535.3%
VRT vs INFY
-32.8%
+568.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.6% |
| 7D | -7.7% | -9.8% | +2.1% | -6.7% |
| 30D | -12.0% | -13.4% | +1.5% | -10.6% |
| 3M | -11.7% | -7.2% | -4.4% | -11.5% |
| 6M | -8.1% | -20.6% | +12.5% | -4.0% |
| YTD | +53.2% | -37.5% | +90.7% | +73.7% |
| 1Y | +81.7% | -33.4% | +115.0% | +96.1% |
| All | +535.3% | -32.8% | +568.0% | +627.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling