+83.9%
VUG vs INFY
-32.8%
+116.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.5% |
| 7D | -1.9% | -9.8% | +7.9% | +0.1% |
| 30D | -1.6% | -13.4% | +11.9% | +1.1% |
| 3M | +4.4% | -7.2% | +11.6% | +5.3% |
| 6M | +13.2% | -20.6% | +33.8% | +18.5% |
| YTD | +7.5% | -37.5% | +44.9% | +19.7% |
| 1Y | +12.5% | -33.4% | +45.9% | +21.6% |
| All | +83.9% | -32.8% | +116.7% | +99.2% |
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