+0.3%
VG vs INVH
-6.2%
+6.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.6% | +4.2% |
| 7D | +15.1% | -3.3% | +18.4% | +12.9% |
| 30D | -4.2% | +0.2% | -4.4% | -3.7% |
| 3M | -3.1% | -9.5% | +6.4% | -6.4% |
| 6M | +0.3% | -4.3% | +4.7% | +1.4% |
| All | +0.3% | -6.2% | +6.5% | +1.4% |
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