+336.8%
ROIV vs INVH
-4.3%
+341.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -1.9% | -1.4% |
| 7D | +1.7% | -0.9% | +2.6% | +2.0% |
| 30D | +17.6% | +1.2% | +16.4% | +17.0% |
| 3M | +9.0% | -10.4% | +19.3% | +12.6% |
| 6M | +35.3% | -3.6% | +38.9% | +35.9% |
| YTD | +82.2% | -0.1% | +82.3% | +80.0% |
| 1Y | +92.3% | -0.7% | +92.9% | +90.3% |
| 3Y | +336.8% | -4.6% | +341.4% | +323.8% |
| All | +336.8% | -4.3% | +341.1% | +323.8% |
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 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