+360.8%
VT vs INFY
+246.3%
+114.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +2.9% |
| 7D | +0.4% | -1.1% | +1.5% | +0.6% |
| 30D | -2.6% | +15.5% | -18.1% | -8.1% |
| 3M | -3.2% | -1.1% | -2.1% | -3.8% |
| 6M | +0.9% | -1.3% | +2.3% | -1.1% |
| YTD | +11.3% | -29.0% | +40.3% | +22.0% |
| 1Y | +14.0% | -23.3% | +37.3% | +20.7% |
| 3Y | +75.8% | -17.8% | +93.7% | +77.3% |
| 5Y | +57.8% | -39.4% | +97.3% | +76.4% |
| 10Y | +219.8% | +123.2% | +96.6% | +97.2% |
| All | +360.8% | +246.3% | +114.5% | +65.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling