+1,238.7%
VUG vs INFY
+530.1%
+708.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | +0.1% |
| 7D | +0.1% | -8.7% | +8.8% | +3.1% |
| 30D | -1.7% | -13.0% | +11.3% | +2.7% |
| 3M | +2.8% | -8.8% | +11.6% | +4.7% |
| 6M | +13.6% | -22.6% | +36.2% | +21.5% |
| YTD | +8.1% | -37.3% | +45.4% | +23.2% |
| 1Y | +13.1% | -33.4% | +46.4% | +25.5% |
| 3Y | +87.0% | -32.3% | +119.3% | +103.8% |
| 5Y | +76.0% | -45.2% | +121.2% | +104.4% |
| 10Y | +420.5% | +80.0% | +340.5% | +294.8% |
| All | +1,238.7% | +530.1% | +708.5% | +538.2% |
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 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