+311.0%
ROIV vs INVH
-21.2%
+332.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.3% |
| 7D | +19.0% | -3.1% | +22.1% | +20.3% |
| 30D | +16.1% | -7.5% | +23.6% | +19.4% |
| 3M | +44.1% | -6.3% | +50.4% | +47.0% |
| 6M | +37.8% | +9.4% | +28.4% | +32.2% |
| YTD | +88.7% | +1.4% | +87.3% | +85.8% |
| 1Y | +197.3% | -4.1% | +201.4% | +199.2% |
| 3Y | +224.9% | -9.2% | +234.1% | +230.6% |
| 5Y | +311.0% | -19.6% | +330.7% | +333.0% |
| All | +311.0% | -21.2% | +332.3% | +333.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling