+72.4%
OVV vs INVH
-2.8%
+75.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.9% |
| 7D | +8.0% | -0.9% | +9.0% | +7.9% |
| 30D | -2.0% | +1.2% | -3.2% | -1.8% |
| 3M | +5.4% | -10.4% | +15.8% | +3.9% |
| 6M | +14.3% | -3.6% | +17.9% | +13.6% |
| YTD | +69.4% | -0.1% | +69.5% | +70.9% |
| 1Y | +72.4% | -0.7% | +73.0% | +72.9% |
| All | +72.4% | -2.8% | +75.2% | +72.9% |
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