+292.2%
VIAV vs INVH
-9.7%
+301.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | +11.2% | -3.0% | +14.2% | +11.9% |
| 30D | -10.1% | -7.5% | -2.6% | -8.6% |
| 3M | -22.9% | -5.5% | -17.3% | -22.4% |
| 6M | +28.8% | +11.7% | +17.1% | +21.9% |
| YTD | +117.5% | +1.3% | +116.1% | +112.3% |
| 1Y | +216.1% | -6.1% | +222.1% | +217.2% |
| 3Y | +292.2% | -9.8% | +302.0% | +268.2% |
| All | +292.2% | -9.7% | +301.9% | +268.2% |
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