+1,142.3%
VST vs INFY
+126.4%
+1,015.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +2.2% |
| 7D | +10.9% | +0.5% | +10.5% | +10.6% |
| 30D | -15.6% | +13.6% | -29.2% | -18.7% |
| 3M | -7.8% | -2.4% | -5.4% | -8.2% |
| 6M | -12.0% | +2.2% | -14.1% | -14.6% |
| YTD | -16.9% | -29.5% | +12.6% | -10.6% |
| 1Y | -25.1% | -26.1% | +1.0% | -21.0% |
| 3Y | +297.1% | -19.7% | +316.8% | +304.8% |
| 5Y | +641.9% | -39.6% | +681.5% | +715.7% |
| 10Y | +1,142.3% | +122.0% | +1,020.3% | +825.6% |
| All | +1,142.3% | +126.4% | +1,015.9% | +825.6% |
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