+50.4%
RSP vs INVH
-21.2%
+71.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | +0.2% |
| 7D | -3.1% | -3.1% | 0.0% | -1.9% |
| 30D | -3.4% | -7.5% | +4.1% | -0.3% |
| 3M | +3.6% | -6.3% | +9.9% | +6.2% |
| 6M | +9.0% | +9.4% | -0.5% | +4.4% |
| YTD | +12.2% | +1.4% | +10.8% | +10.7% |
| 1Y | +15.6% | -4.1% | +19.7% | +16.7% |
| 3Y | +51.6% | -9.2% | +60.8% | +54.5% |
| 5Y | +50.4% | -19.6% | +70.0% | +61.8% |
| All | +50.4% | -21.2% | +71.7% | +61.8% |
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 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