+219.2%
VT vs INFY
+127.6%
+91.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.9% |
| 7D | -0.1% | +5.5% | -5.7% | -1.8% |
| 30D | -3.1% | +17.3% | -20.4% | -7.9% |
| 3M | -3.5% | +0.2% | -3.7% | -4.3% |
| 6M | +0.5% | +0.3% | +0.2% | -1.4% |
| YTD | +10.8% | -27.8% | +38.6% | +19.9% |
| 1Y | +11.9% | -23.3% | +35.2% | +18.0% |
| 3Y | +73.0% | -17.8% | +90.8% | +74.4% |
| 5Y | +58.6% | -37.5% | +96.2% | +73.8% |
| 10Y | +219.2% | +128.4% | +90.8% | +120.5% |
| All | +219.2% | +127.6% | +91.6% | +120.5% |
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