+297.8%
VTI vs INFY
+80.1%
+217.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.4% |
| 7D | -0.9% | -5.4% | +4.5% | +0.8% |
| 30D | -1.4% | -9.9% | +8.4% | +1.7% |
| 3M | +3.6% | -4.6% | +8.2% | +4.0% |
| 6M | +13.6% | -18.5% | +32.1% | +19.6% |
| YTD | +12.9% | -36.5% | +49.5% | +28.6% |
| 1Y | +17.2% | -32.8% | +50.0% | +29.8% |
| 3Y | +75.7% | -32.2% | +107.9% | +90.4% |
| 5Y | +75.4% | -44.7% | +120.1% | +101.8% |
| All | +297.8% | +80.1% | +217.7% | +194.0% |
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 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