+514.6%
VEEV vs INVH
+75.5%
+439.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +1.0% |
| 7D | -8.2% | -3.1% | -5.1% | -7.0% |
| 30D | +10.3% | -7.5% | +17.8% | +13.9% |
| 3M | +59.4% | -6.3% | +65.7% | +63.8% |
| 6M | +37.6% | +9.4% | +28.1% | +31.7% |
| YTD | +16.9% | +1.4% | +15.5% | +15.4% |
| 1Y | -5.0% | -4.1% | -0.9% | -4.1% |
| 3Y | +18.5% | -9.2% | +27.7% | +20.1% |
| 5Y | -13.8% | -19.6% | +5.8% | -8.6% |
| All | +514.6% | +75.5% | +439.2% | +386.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling