+66.6%
VT vs INFY
-45.2%
+111.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | +0.6% |
| 7D | +1.0% | -7.2% | +8.3% | +2.7% |
| 30D | -0.2% | -11.2% | +10.9% | +2.4% |
| 3M | +4.5% | -7.4% | +12.0% | +5.7% |
| 6M | +14.1% | -21.3% | +35.3% | +20.1% |
| YTD | +14.8% | -36.2% | +51.0% | +27.6% |
| 1Y | +21.2% | -31.3% | +52.5% | +30.7% |
| 3Y | +76.6% | -31.1% | +107.6% | +86.0% |
| 5Y | +66.6% | -44.9% | +111.5% | +86.0% |
| All | +66.6% | -45.2% | +111.8% | +86.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling