-46.6%
VG vs INVH
-5.3%
-41.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +5.5% |
| 7D | +5.5% | -2.5% | +8.0% | +5.4% |
| 30D | -3.6% | +0.7% | -4.3% | -3.5% |
| 3M | -4.0% | -8.8% | +4.8% | -3.6% |
| 6M | +9.4% | -5.0% | +14.4% | +9.4% |
| YTD | +86.6% | 0.0% | +86.6% | +88.1% |
| 1Y | +69.5% | -1.9% | +71.4% | +73.4% |
| All | -46.6% | -5.3% | -41.3% | -38.0% |
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 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