+15.8%
VG vs INVH
-2.1%
+17.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.1% | +3.9% | +3.7% |
| 7D | +3.8% | -2.3% | +6.1% | +2.8% |
| 30D | +7.2% | -5.7% | +12.9% | +4.6% |
| 3M | +22.8% | -4.5% | +27.3% | +20.5% |
| 6M | +33.2% | +11.0% | +22.3% | +40.6% |
| YTD | +124.8% | +3.7% | +121.1% | +137.5% |
| 1Y | +15.8% | -2.8% | +18.7% | +24.8% |
| All | +15.8% | -2.1% | +17.9% | +24.8% |
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 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