+2,545.5%
VRT vs INFY
+34.4%
+2,511.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.8% | -7.8% | -9.0% |
| 7D | +2.4% | -8.7% | +11.1% | +5.6% |
| 30D | -2.7% | -13.0% | +10.3% | +1.8% |
| 3M | -9.2% | -8.8% | -0.4% | -8.4% |
| 6M | -0.5% | -22.6% | +22.1% | +6.4% |
| YTD | +62.3% | -37.3% | +99.7% | +88.4% |
| 1Y | +109.6% | -33.4% | +142.9% | +133.7% |
| 3Y | +573.1% | -32.3% | +605.4% | +641.2% |
| 5Y | +953.6% | -45.2% | +998.9% | +1,166.4% |
| All | +2,545.5% | +34.4% | +2,511.1% | +2,021.7% |
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 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