+59.9%
VEA vs INVH
-20.2%
+80.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.1% | +1.1% |
| 7D | -1.5% | -3.0% | +1.5% | -0.5% |
| 30D | -0.8% | -7.5% | +6.7% | +1.6% |
| 3M | +2.5% | -5.5% | +8.0% | +4.0% |
| 6M | +11.1% | +11.7% | -0.6% | +6.5% |
| YTD | +17.2% | +1.3% | +15.8% | +15.7% |
| 1Y | +24.5% | -6.1% | +30.6% | +26.1% |
| 3Y | +75.4% | -9.8% | +85.2% | +77.7% |
| All | +59.9% | -20.2% | +80.1% | +67.1% |
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