+3.6%
VCIT vs INVH
-19.3%
+22.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +0.1% | -3.1% | +3.2% | +0.4% |
| 30D | -0.8% | -7.1% | +6.3% | -0.1% |
| 3M | -0.5% | -3.0% | +2.4% | -0.3% |
| 6M | -1.4% | +10.1% | -11.5% | -2.4% |
| YTD | -0.8% | +3.8% | -4.6% | -1.3% |
| 1Y | +0.3% | -2.1% | +2.4% | +0.3% |
| 3Y | +19.2% | -7.0% | +26.2% | +19.2% |
| 5Y | +3.6% | -20.6% | +24.2% | +3.8% |
| All | +3.6% | -19.3% | +22.9% | +3.8% |
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