+73.1%
IVV vs INVH
-21.7%
+94.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.7% |
| 7D | +2.6% | -0.9% | +3.5% | +2.9% |
| 30D | -2.0% | +1.2% | -3.2% | -2.5% |
| 3M | -2.8% | -10.4% | +7.6% | +0.9% |
| 6M | +2.2% | -3.6% | +5.8% | +2.9% |
| YTD | +11.5% | -0.1% | +11.6% | +10.4% |
| 1Y | +13.5% | -0.7% | +14.2% | +12.5% |
| 3Y | +78.1% | -4.6% | +82.7% | +75.8% |
| All | +73.1% | -21.7% | +94.8% | +87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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