+76.2%
INVH vs RACE
+615.3%
-539.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.3% | -0.4% |
| 7D | -3.0% | +0.9% | -3.9% | -3.3% |
| 30D | -7.5% | +1.6% | -9.1% | -8.1% |
| 3M | -5.5% | +13.2% | -18.7% | -9.3% |
| 6M | +11.7% | +22.9% | -11.2% | +4.1% |
| YTD | +1.3% | +13.3% | -11.9% | -3.5% |
| 1Y | -6.1% | -12.7% | +6.6% | -3.8% |
| 3Y | -9.8% | +40.3% | -50.0% | -23.8% |
| 5Y | -19.7% | +96.5% | -116.2% | -41.0% |
| All | +76.2% | +615.3% | -539.1% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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