+221.8%
VT vs INFY
+124.5%
+97.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.4% | -1.7% | +4.0% | +2.8% |
| 30D | -1.5% | +7.1% | -8.6% | -3.9% |
| 3M | -4.1% | -1.0% | -3.2% | -4.6% |
| 6M | +0.6% | +5.9% | -5.3% | -3.1% |
| YTD | +11.0% | -29.5% | +40.6% | +21.0% |
| 1Y | +13.3% | -26.0% | +39.3% | +20.9% |
| 3Y | +73.4% | -19.4% | +92.8% | +75.6% |
| 5Y | +57.4% | -40.9% | +98.4% | +75.7% |
| All | +221.8% | +124.5% | +97.3% | +121.1% |
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 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