+47.7%
IVZ vs INVH
-4.3%
+52.0%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -2.4% | -3.0% | +0.6% | -2.1% |
| 30D | +3.0% | -7.5% | +10.6% | +3.8% |
| 3M | +14.9% | -5.5% | +20.4% | +15.3% |
| 6M | +36.7% | +11.7% | +25.0% | +32.6% |
| YTD | +25.7% | +1.3% | +24.3% | +23.3% |
| 1Y | +47.7% | -6.1% | +53.8% | +46.8% |
| All | +47.7% | -4.3% | +52.0% | +46.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling