+145.8%
IVZ vs INVH
-6.7%
+152.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | +0.6% | -2.9% | +3.5% | +2.1% |
| 30D | +4.0% | -6.9% | +10.9% | +7.6% |
| 3M | +18.2% | -2.7% | +20.9% | +19.0% |
| 6M | +32.8% | +8.2% | +24.6% | +25.9% |
| YTD | +28.7% | +4.5% | +24.3% | +24.1% |
| 1Y | +55.4% | -2.3% | +57.7% | +55.9% |
| All | +145.8% | -6.7% | +152.5% | +149.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling