-4.3%
INVH vs VT
+69.7%
-74.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | +2.0% | -2.3% | +4.4% | +3.0% |
| 30D | +4.8% | -5.0% | +9.7% | +7.1% |
| 3M | -9.8% | -4.9% | -4.9% | -7.9% |
| 6M | -3.7% | -1.5% | -2.1% | -3.6% |
| YTD | +0.8% | +8.5% | -7.6% | -4.6% |
| 1Y | +1.9% | +11.4% | -9.5% | -5.2% |
| 3Y | -4.3% | +70.1% | -74.4% | -46.4% |
| All | -4.3% | +69.7% | -74.1% | -46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling