+59.7%
TOST vs INVH
-8.0%
+67.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | -0.9% | -3.1% | +2.2% | +1.0% |
| 30D | -3.5% | -7.1% | +3.6% | +0.8% |
| 3M | +38.1% | -3.0% | +41.1% | +40.6% |
| 6M | +9.9% | +10.1% | -0.2% | +3.5% |
| YTD | -6.3% | +3.8% | -10.1% | -8.8% |
| 1Y | -18.3% | -2.1% | -16.2% | -17.4% |
| 3Y | +59.7% | -7.0% | +66.8% | +57.3% |
| All | +59.7% | -8.0% | +67.8% | +57.3% |
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 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