+222.3%
VT vs INFY
+81.5%
+140.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | +0.9% |
| 7D | +1.0% | -7.2% | +8.3% | +3.2% |
| 30D | -0.2% | -11.2% | +10.9% | +3.2% |
| 3M | +4.5% | -7.4% | +12.0% | +5.9% |
| 6M | +14.1% | -21.3% | +35.3% | +21.0% |
| YTD | +14.8% | -36.2% | +51.0% | +29.5% |
| 1Y | +21.2% | -31.3% | +52.5% | +32.4% |
| 3Y | +76.6% | -31.1% | +107.6% | +89.0% |
| 5Y | +66.6% | -44.9% | +111.5% | +90.0% |
| 10Y | +222.3% | +83.1% | +139.2% | +136.9% |
| All | +222.3% | +81.5% | +140.8% | +136.9% |
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