+9.4%
VG vs INVH
-5.2%
+14.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +4.9% |
| 7D | +5.5% | -2.5% | +8.0% | +3.7% |
| 30D | -3.6% | +0.7% | -4.3% | -2.6% |
| 3M | -4.0% | -8.8% | +4.8% | -8.2% |
| 6M | +9.4% | -5.0% | +14.4% | +10.2% |
| All | +9.4% | -5.2% | +14.6% | +10.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling