+53.0%
OVV vs INVH
-7.6%
+60.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.5% |
| 7D | -3.8% | -2.3% | -1.5% | -3.2% |
| 30D | +1.3% | -5.7% | +7.0% | +2.9% |
| 3M | +14.3% | -4.5% | +18.8% | +15.5% |
| 6M | +21.1% | +11.0% | +10.2% | +16.0% |
| YTD | +66.0% | +3.7% | +62.3% | +62.7% |
| 1Y | +59.3% | -2.8% | +62.1% | +60.3% |
| All | +53.0% | -7.6% | +60.5% | +57.9% |
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 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