+76.2%
INVH vs VOO
+291.2%
-214.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.7% |
| 7D | -3.0% | -0.8% | -2.2% | -2.4% |
| 30D | -7.5% | -1.1% | -6.5% | -6.8% |
| 3M | -5.5% | +3.9% | -9.4% | -8.6% |
| 6M | +11.7% | +13.6% | -1.9% | +0.2% |
| YTD | +1.3% | +12.7% | -11.4% | -8.7% |
| 1Y | -6.1% | +17.6% | -23.7% | -18.5% |
| 3Y | -9.8% | +77.3% | -87.1% | -45.8% |
| 5Y | -19.7% | +84.1% | -103.8% | -53.7% |
| All | +76.2% | +291.2% | -214.9% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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