+317.1%
VIAV vs INVH
+75.4%
+241.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | +11.2% | -3.0% | +14.2% | +12.6% |
| 30D | -10.1% | -7.5% | -2.6% | -7.3% |
| 3M | -22.9% | -5.5% | -17.3% | -21.6% |
| 6M | +28.8% | +11.7% | +17.1% | +21.1% |
| YTD | +117.5% | +1.3% | +116.1% | +112.3% |
| 1Y | +216.1% | -6.1% | +222.1% | +219.3% |
| 3Y | +292.2% | -9.8% | +302.0% | +296.7% |
| 5Y | +141.0% | -19.7% | +160.7% | +153.2% |
| All | +317.1% | +75.4% | +241.8% | +254.9% |
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