+76.2%
INVH vs VEU
+143.8%
-67.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.8% |
| 7D | -3.0% | -1.4% | -1.6% | -2.0% |
| 30D | -7.5% | -0.4% | -7.1% | -7.3% |
| 3M | -5.5% | +2.5% | -8.1% | -7.7% |
| 6M | +11.7% | +11.1% | +0.6% | +1.8% |
| YTD | +1.3% | +16.5% | -15.2% | -11.3% |
| 1Y | -6.1% | +22.9% | -29.0% | -21.4% |
| 3Y | -9.8% | +73.4% | -83.2% | -43.6% |
| 5Y | -19.7% | +56.1% | -75.8% | -45.6% |
| All | +76.2% | +143.8% | -67.6% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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