+27.9%
VTV vs INFY
-23.6%
+51.4%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | +1.4% |
| 7D | +1.8% | +1.2% | +0.5% | +1.7% |
| 30D | +6.0% | +13.8% | -7.8% | +5.3% |
| 3M | +3.7% | -2.9% | +6.5% | +3.8% |
| 6M | +13.9% | +2.2% | +11.8% | +13.6% |
| YTD | +22.8% | -29.8% | +52.6% | +24.8% |
| 1Y | +27.9% | -23.3% | +51.2% | +25.7% |
| All | +27.9% | -23.6% | +51.4% | +25.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling