+414.3%
VUG vs INFY
+80.1%
+334.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.5% | +0.4% |
| 7D | -0.5% | -5.4% | +4.9% | +1.4% |
| 30D | -1.0% | -9.9% | +8.9% | +2.6% |
| 3M | +3.5% | -4.6% | +8.1% | +3.9% |
| 6M | +14.2% | -18.5% | +32.7% | +20.8% |
| YTD | +8.5% | -36.5% | +45.0% | +25.4% |
| 1Y | +12.9% | -32.8% | +45.6% | +26.4% |
| 3Y | +85.6% | -32.2% | +117.8% | +103.3% |
| 5Y | +78.1% | -44.7% | +122.8% | +109.5% |
| All | +414.3% | +80.1% | +334.3% | +282.8% |
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 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