-6.1%
INVH vs VSXY
+184.3%
-190.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.1% | -3.2% | 0.0% |
| 7D | -3.0% | +0.1% | -3.1% | -3.0% |
| 30D | -7.5% | -18.7% | +11.2% | -7.7% |
| 3M | -5.5% | -4.0% | -1.6% | -5.4% |
| 6M | +11.7% | +67.5% | -55.8% | +13.5% |
| YTD | +1.3% | +39.7% | -38.3% | +2.6% |
| 1Y | -6.1% | +180.0% | -186.1% | -3.0% |
| All | -6.1% | +184.3% | -190.4% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 1y: compounded portfolio wealth divided by compounded VSXY 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…
1y analysis · Full analysis span regression · 6 months rolling