+377.4%
VT vs INFY
+227.0%
+150.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | +1.2% |
| 7D | +0.4% | -2.9% | +3.4% | +1.5% |
| 30D | +1.0% | -6.2% | +7.2% | +3.2% |
| 3M | +2.4% | -4.9% | +7.3% | +3.0% |
| 6M | +12.0% | -16.6% | +28.6% | +17.5% |
| YTD | +15.3% | -32.9% | +48.3% | +30.3% |
| 1Y | +22.6% | -26.9% | +49.5% | +32.9% |
| 3Y | +74.7% | -26.6% | +101.3% | +85.2% |
| 5Y | +66.1% | -44.1% | +110.2% | +92.6% |
| 10Y | +225.0% | +90.0% | +135.0% | +115.1% |
| All | +377.4% | +227.0% | +150.5% | +77.1% |
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 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