+51.8%
VG vs INVH
+1.1%
+50.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +3.6% | -11.3% | -5.7% |
| 7D | -16.4% | +3.1% | -19.4% | -14.7% |
| 30D | -10.8% | +5.8% | -16.6% | -7.8% |
| 3M | -6.3% | -8.5% | +2.2% | -9.7% |
| 6M | -12.5% | -1.3% | -11.2% | -11.9% |
| YTD | +76.9% | +2.6% | +74.3% | +90.5% |
| 1Y | +51.8% | +0.7% | +51.1% | +66.0% |
| All | +51.8% | +1.1% | +50.7% | +66.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling