+67.8%
VTV vs INFY
-31.8%
+99.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.7% | +0.5% |
| 7D | -1.1% | -5.4% | +4.3% | -0.4% |
| 30D | -1.0% | -9.9% | +8.8% | +0.3% |
| 3M | +4.6% | -4.6% | +9.2% | +4.9% |
| 6M | +13.5% | -18.5% | +32.0% | +16.4% |
| YTD | +18.5% | -36.5% | +55.0% | +26.4% |
| 1Y | +22.9% | -32.8% | +55.6% | +28.8% |
| 3Y | +67.8% | -32.2% | +100.0% | +72.6% |
| All | +67.8% | -31.8% | +99.6% | +72.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling