+723.8%
VGT vs INVH
+75.4%
+648.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -0.2% | -3.0% | +2.8% | +1.2% |
| 30D | -0.4% | -7.5% | +7.1% | +2.9% |
| 3M | +4.4% | -5.5% | +10.0% | +6.5% |
| 6M | +32.1% | +11.7% | +20.4% | +24.2% |
| YTD | +28.8% | +1.3% | +27.4% | +26.1% |
| 1Y | +35.3% | -6.1% | +41.4% | +36.9% |
| 3Y | +124.8% | -9.8% | +134.5% | +127.2% |
| 5Y | +137.9% | -19.7% | +157.6% | +151.9% |
| All | +723.8% | +75.4% | +648.5% | +532.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling