+80.6%
INVH vs VT
+211.1%
-130.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | -3.1% | +1.0% | -4.1% | -3.9% |
| 30D | -7.1% | -0.2% | -6.8% | -6.9% |
| 3M | -3.0% | +4.5% | -7.5% | -6.9% |
| 6M | +10.1% | +14.1% | -4.0% | -2.3% |
| YTD | +3.8% | +14.8% | -10.9% | -8.5% |
| 1Y | -2.1% | +21.2% | -23.3% | -18.0% |
| 3Y | -7.0% | +76.6% | -83.6% | -45.0% |
| 5Y | -20.6% | +66.6% | -87.2% | -50.8% |
| All | +80.6% | +211.1% | -130.5% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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