+42.4%
VICR vs INVH
+0.2%
+42.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | 0.0% | -15.0% | -15.1% |
| 7D | -34.6% | +3.5% | -38.1% | -32.9% |
| 30D | -54.9% | +4.4% | -59.3% | -53.3% |
| 3M | -38.3% | -8.6% | -29.7% | -39.3% |
| 6M | -49.2% | -1.7% | -47.5% | -49.4% |
| YTD | +23.3% | +2.6% | +20.7% | +21.5% |
| 1Y | +42.4% | +1.5% | +40.9% | +44.1% |
| All | +42.4% | +0.2% | +42.2% | +44.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling