+715.9%
VTV vs INFY
+538.2%
+177.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.7% | +0.3% |
| 7D | -1.1% | -5.4% | +4.3% | +0.5% |
| 30D | -1.0% | -9.9% | +8.8% | +2.0% |
| 3M | +4.6% | -4.6% | +9.2% | +5.2% |
| 6M | +13.5% | -18.5% | +32.0% | +19.0% |
| YTD | +18.5% | -36.5% | +55.0% | +33.3% |
| 1Y | +22.9% | -32.8% | +55.6% | +34.9% |
| 3Y | +67.8% | -32.2% | +100.0% | +80.7% |
| 5Y | +81.8% | -44.7% | +126.5% | +104.9% |
| 10Y | +233.0% | +82.3% | +150.7% | +143.0% |
| All | +715.9% | +538.2% | +177.7% | +273.8% |
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