+1,075.1%
VST vs INFY
+103.8%
+971.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +6.6% | -1.7% | +8.3% | +6.9% |
| 30D | -12.4% | +7.1% | -19.4% | -14.4% |
| 3M | -9.0% | -1.0% | -8.0% | -9.7% |
| 6M | -6.4% | +5.9% | -12.3% | -10.3% |
| YTD | -17.2% | -29.5% | +12.4% | -10.9% |
| 1Y | -22.0% | -26.0% | +3.9% | -17.9% |
| 3Y | +296.7% | -19.4% | +316.1% | +303.8% |
| 5Y | +637.6% | -40.9% | +678.5% | +716.2% |
| 10Y | +1,138.2% | +121.9% | +1,016.3% | +834.7% |
| All | +1,075.1% | +103.8% | +971.3% | +784.7% |
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