+70.1%
VT vs INFY
-19.3%
+89.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.6% | +0.5% |
| 7D | -2.3% | -0.4% | -1.9% | -2.3% |
| 30D | -5.0% | +18.5% | -23.4% | -7.3% |
| 3M | -4.9% | +1.1% | -6.0% | -5.2% |
| 6M | -1.5% | +1.0% | -2.6% | -2.1% |
| YTD | +8.5% | -28.3% | +36.8% | +15.3% |
| 1Y | +11.4% | -21.1% | +32.4% | +14.7% |
| 3Y | +70.1% | -19.5% | +89.6% | +73.2% |
| All | +70.1% | -19.3% | +89.3% | +73.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling