-19.2%
INVH vs VT
+66.2%
-85.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -2.9% | +0.4% | -3.4% | -3.2% |
| 30D | -6.9% | +1.0% | -7.9% | -7.6% |
| 3M | -2.7% | +2.4% | -5.1% | -4.7% |
| 6M | +8.2% | +12.0% | -3.8% | -1.0% |
| YTD | +4.5% | +15.3% | -10.9% | -6.7% |
| 1Y | -2.3% | +22.6% | -24.9% | -17.0% |
| 3Y | -7.3% | +74.7% | -81.9% | -42.4% |
| All | -19.2% | +66.2% | -85.4% | -49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling