+75.4%
INVH vs VT
+194.1%
-118.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.9% |
| 7D | +2.0% | -2.3% | +4.4% | +3.9% |
| 30D | +4.8% | -5.0% | +9.7% | +9.0% |
| 3M | -9.8% | -4.9% | -4.9% | -6.3% |
| 6M | -3.7% | -1.5% | -2.1% | -3.4% |
| YTD | +0.8% | +8.5% | -7.6% | -7.3% |
| 1Y | +1.9% | +11.4% | -9.5% | -8.5% |
| 3Y | -4.3% | +70.1% | -74.4% | -42.0% |
| 5Y | -21.1% | +53.7% | -74.8% | -47.8% |
| All | +75.4% | +194.1% | -118.7% | -30.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling