+1,232.7%
VST vs INFY
+81.3%
+1,151.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | 0.0% |
| 7D | +5.3% | -8.7% | +14.0% | +7.6% |
| 30D | +5.8% | -13.0% | +18.7% | +9.3% |
| 3M | +3.5% | -8.8% | +12.3% | +4.5% |
| 6M | -7.4% | -22.6% | +15.2% | -2.5% |
| YTD | -6.1% | -37.3% | +31.3% | +5.0% |
| 1Y | -21.6% | -33.4% | +11.8% | -14.8% |
| 3Y | +357.2% | -32.3% | +389.5% | +391.7% |
| 5Y | +777.0% | -45.2% | +822.3% | +892.9% |
| All | +1,232.7% | +81.3% | +1,151.5% | +942.2% |
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