+76.4%
INVH vs VIG
+228.4%
-152.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.8% |
| 7D | -3.1% | -2.2% | -0.9% | -1.0% |
| 30D | -7.5% | -3.2% | -4.3% | -4.6% |
| 3M | -6.3% | +3.0% | -9.3% | -9.0% |
| 6M | +9.4% | +8.1% | +1.3% | +1.4% |
| YTD | +1.4% | +9.1% | -7.6% | -6.9% |
| 1Y | -4.1% | +12.6% | -16.7% | -14.7% |
| 3Y | -9.2% | +55.4% | -64.6% | -41.5% |
| 5Y | -19.6% | +62.8% | -82.4% | -50.5% |
| All | +76.4% | +228.4% | -152.1% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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