-20.2%
INVH vs RVTY
-34.9%
+14.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.3% | +0.1% | -1.6% |
| 7D | -3.1% | -7.4% | +4.3% | -1.4% |
| 30D | -7.5% | +4.5% | -12.0% | -8.6% |
| 3M | -6.3% | +19.5% | -25.8% | -10.6% |
| 6M | +9.4% | +34.1% | -24.7% | +0.8% |
| YTD | +1.4% | +25.3% | -23.8% | -5.4% |
| 1Y | -4.1% | +47.0% | -51.1% | -14.8% |
| 3Y | -9.2% | +14.1% | -23.3% | -16.3% |
| All | -20.2% | -34.9% | +14.7% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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