+296.7%
VST vs INFY
-18.9%
+315.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +6.6% | -1.7% | +8.3% | +6.6% |
| 30D | -12.4% | +7.1% | -19.4% | -12.9% |
| 3M | -9.0% | -1.0% | -8.0% | -9.0% |
| 6M | -6.4% | +5.9% | -12.3% | -7.9% |
| YTD | -17.2% | -29.5% | +12.4% | -9.2% |
| 1Y | -22.0% | -26.0% | +3.9% | -16.9% |
| 3Y | +296.7% | -19.4% | +316.1% | +366.1% |
| All | +296.7% | -18.9% | +315.6% | +366.1% |
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