+124.8%
VGT vs INVH
-9.7%
+134.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -0.2% | -3.0% | +2.8% | +0.3% |
| 30D | -0.4% | -7.5% | +7.1% | +0.8% |
| 3M | +4.4% | -5.5% | +10.0% | +5.2% |
| 6M | +32.1% | +11.7% | +20.4% | +27.4% |
| YTD | +28.8% | +1.3% | +27.4% | +27.1% |
| 1Y | +35.3% | -6.1% | +41.4% | +36.8% |
| 3Y | +124.8% | -9.8% | +134.5% | +125.2% |
| All | +124.8% | -9.7% | +134.4% | +125.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling