+28.6%
OVV vs INVH
+72.9%
-44.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.3% |
| 7D | +8.0% | -0.9% | +9.0% | +8.6% |
| 30D | -2.0% | +1.2% | -3.2% | -3.0% |
| 3M | +5.4% | -10.4% | +15.8% | +11.7% |
| 6M | +14.3% | -3.6% | +17.9% | +15.4% |
| YTD | +69.4% | -0.1% | +69.5% | +65.8% |
| 1Y | +72.4% | -0.7% | +73.0% | +69.0% |
| 3Y | +58.4% | -4.6% | +63.0% | +55.6% |
| 5Y | +106.1% | -21.7% | +127.8% | +125.4% |
| All | +28.6% | +72.9% | -44.3% | +12.8% |
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 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