+78.5%
VUG vs INFY
-44.9%
+123.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.5% | +0.5% |
| 7D | -0.5% | -5.4% | +4.9% | +1.2% |
| 30D | -1.0% | -9.9% | +8.9% | +2.2% |
| 3M | +3.5% | -4.6% | +8.1% | +3.9% |
| 6M | +14.2% | -18.5% | +32.7% | +20.6% |
| YTD | +8.5% | -36.5% | +45.0% | +25.2% |
| 1Y | +12.9% | -32.8% | +45.6% | +25.9% |
| 3Y | +85.6% | -32.2% | +117.8% | +100.7% |
| All | +78.5% | -44.9% | +123.4% | +109.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling