-20.2%
INVH vs VOO
+82.8%
-103.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.6% |
| 7D | -3.0% | -0.8% | -2.2% | -2.5% |
| 30D | -7.5% | -1.1% | -6.5% | -6.9% |
| 3M | -5.5% | +3.9% | -9.4% | -8.1% |
| 6M | +11.7% | +13.6% | -1.9% | +1.8% |
| YTD | +1.3% | +12.7% | -11.4% | -7.2% |
| 1Y | -6.1% | +17.6% | -23.7% | -16.8% |
| 3Y | -9.8% | +77.3% | -87.1% | -43.4% |
| All | -20.2% | +82.8% | -103.1% | -51.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling