+263.2%
ROIV vs INVH
-7.6%
+270.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +22.3% | -2.3% | +24.6% | +23.2% |
| 30D | +16.9% | -5.7% | +22.6% | +18.9% |
| 3M | +43.9% | -4.5% | +48.4% | +45.5% |
| 6M | +41.6% | +11.0% | +30.6% | +35.5% |
| YTD | +92.7% | +3.7% | +89.0% | +88.5% |
| 1Y | +210.2% | -2.8% | +213.0% | +211.7% |
| All | +263.2% | -7.6% | +270.8% | +239.4% |
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