+80.3%
INVH vs VO
+176.2%
-95.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.5% |
| 7D | -2.3% | -0.6% | -1.7% | -1.8% |
| 30D | -5.7% | -1.9% | -3.8% | -4.2% |
| 3M | -4.5% | +3.3% | -7.7% | -7.2% |
| 6M | +11.0% | +9.7% | +1.3% | +2.3% |
| YTD | +3.7% | +12.6% | -8.9% | -6.6% |
| 1Y | -2.8% | +13.6% | -16.5% | -13.4% |
| 3Y | -7.1% | +56.8% | -64.0% | -37.9% |
| 5Y | -19.4% | +42.3% | -61.7% | -41.9% |
| All | +80.3% | +176.2% | -95.8% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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