-38.0%
VG vs INVH
-1.7%
-36.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.2% |
| 7D | -2.5% | -3.1% | +0.6% | -2.4% |
| 30D | +11.1% | -7.1% | +18.2% | +11.4% |
| 3M | +14.9% | -3.0% | +17.8% | +14.8% |
| 6M | +18.4% | +10.1% | +8.3% | +16.3% |
| YTD | +116.6% | +3.8% | +112.7% | +117.9% |
| 1Y | +9.4% | -2.1% | +11.5% | +14.5% |
| All | -38.0% | -1.7% | -36.4% | -28.2% |
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