+780.6%
VST vs INFY
-45.0%
+825.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.9% | +6.5% | +2.5% |
| 7D | +9.9% | -7.2% | +17.1% | +11.3% |
| 30D | +7.9% | -11.2% | +19.1% | +10.1% |
| 3M | +3.4% | -7.4% | +10.8% | +4.1% |
| 6M | -4.1% | -21.3% | +17.2% | +0.3% |
| YTD | -5.7% | -36.2% | +30.5% | +4.6% |
| 1Y | -18.9% | -31.3% | +12.4% | -13.1% |
| 3Y | +359.1% | -31.1% | +390.1% | +392.3% |
| All | +780.6% | -45.0% | +825.7% | +862.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling