+295.1%
IVV vs INVH
+80.8%
+214.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +0.1% | -2.9% | +3.0% | +1.3% |
| 30D | +0.1% | -6.9% | +7.0% | +3.0% |
| 3M | +2.0% | -2.7% | +4.7% | +2.8% |
| 6M | +13.0% | +8.2% | +4.8% | +8.7% |
| YTD | +13.6% | +4.5% | +9.1% | +10.5% |
| 1Y | +20.1% | -2.3% | +22.4% | +19.9% |
| 3Y | +77.6% | -7.3% | +84.9% | +78.5% |
| 5Y | +82.5% | -20.5% | +103.0% | +93.7% |
| All | +295.1% | +80.8% | +214.3% | +203.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling