+197.3%
ROIV vs INVH
-4.7%
+202.0%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -2.0% |
| 7D | +19.0% | -3.1% | +22.1% | +19.2% |
| 30D | +16.1% | -7.5% | +23.6% | +16.7% |
| 3M | +44.1% | -6.3% | +50.4% | +44.2% |
| 6M | +37.8% | +9.4% | +28.4% | +35.5% |
| YTD | +88.7% | +1.4% | +87.3% | +86.8% |
| 1Y | +197.3% | -4.1% | +201.4% | +212.3% |
| All | +197.3% | -4.7% | +202.0% | +212.3% |
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