+5.2%
VUG vs INFY
-23.6%
+28.7%
-15.1%
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% | +1.5% |
| 7D | -3.0% | +1.2% | -4.2% | -3.0% |
| 30D | -6.4% | +13.8% | -20.2% | -6.9% |
| 3M | -3.2% | -2.9% | -0.4% | -3.1% |
| 6M | +3.1% | +2.2% | +0.9% | +3.2% |
| YTD | +6.3% | -29.8% | +36.1% | +9.8% |
| 1Y | +5.2% | -23.3% | +28.5% | +6.0% |
| All | +5.2% | -23.6% | +28.7% | +6.0% |
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 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